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Equibles

Systematic Alpha Investments, LLC

Position in SO — Southern Co

CIK 1806755 PRINCETON, NJ
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,871,300
-$24,300 QoQ
Shares Held
30,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#629
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026

Systematic Alpha Investments, LLC holds $58,651,081 across 5 Utilities - Regulated Electric names. SO ranks #4 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AEP
American Electric Power Co Inc
 217,000 $29,687,770
2 ES
Eversource Energy
 226,152 $16,344,005
3 EIX
Edison International
 130,188 $9,692,496
4 SO
Southern Co
This page 		30,000 $2,871,300
5 CIG
Energy Co Of Minas Gerais
 18,200 $55,510

All Filings in SO

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,871,300 30,000
2026-03-31 $2,895,600 30,000
2025-12-31 $2,616,000 30,000
2025-09-30 $2,843,100 30,000
2025-06-30 $2,754,900 30,000
2025-03-31 $2,758,500 30,000
2024-12-31 $2,469,600 30,000
2024-09-30 $2,705,400 30,000
2024-06-30 $2,327,100 30,000
2024-03-31 $2,152,200 30,000
2023-12-31 $2,103,600 30,000
2023-09-30 $1,941,600 30,000
2023-06-30 $2,107,500 30,000
2023-03-31 $2,087,400 30,000
2022-12-31 $2,142,300 30,000
2022-09-30 $2,040,000 30,000
2022-06-30 $2,139,300 30,000
2022-03-31 $2,175,300 30,000
2021-12-31 $2,057,400 30,000
2021-09-30 $1,859,100 30,000
2021-06-30 $1,815,300 30,000
2021-03-31 $1,864,800 30,000
2020-12-31 $1,842,900 30,000

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