Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$220,133
-$3,117 QoQ
Shares Held
2,300
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,975
of 2,360 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Stonebridge Financial Planning Group, LLC holds $690,757 across 2 Utilities - Regulated Electric names. SO ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
3,718 | $470,624 | |
| 2 | SO |
Southern Co
This page
|
2,300 | $220,133 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,133 | 2,300 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $223,250 | 2,313 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $200,560 | 2,300 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $214,180 | 2,260 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $207,535 | 2,260 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $207,807 | 2,260 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $207,414 | 2,300 | Shares | Sole | 2024-11-08 | |
| 2021-12-31 | $240,235 | 3,503 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $217,080 | 3,503 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $211,966 | 3,503 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $248,826 | 4,003 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $245,904 | 4,003 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $217,042 | 4,003 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $207,555 | 4,003 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $227,550 | 4,203 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||