Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$948,390
-$7,351 QoQ
Shares Held
9,909
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#1,050
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sunburst Financial Group, LLC holds $948,390 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
9,909 | $948,390 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,390 | 9,909 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $955,741 | 9,902 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $863,018 | 9,897 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $969,023 | 10,225 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $938,686 | 10,222 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $941,476 | 10,239 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $842,462 | 10,234 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $943,823 | 10,466 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $811,692 | 10,464 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $761,878 | 10,620 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $773,213 | 11,027 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $683,637 | 10,563 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $741,910 | 10,561 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $752,090 | 10,809 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $773,513 | 10,832 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $711,552 | 10,464 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $698,552 | 9,796 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $716,471 | 9,881 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $698,350 | 10,183 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $613,069 | 9,893 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $601,711 | 9,944 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $586,666 | 9,438 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $549,184 | 8,940 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $484,455 | 8,935 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $442,487 | 8,534 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $424,349 | 7,838 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||