Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$209,413
-$1,579 QoQ
Shares Held
2,188
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#2,016
of 2,360 holders
Holding Since
Dec 2021
9 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, 2026Disciplined Investments, LLC holds $489,062 across 2 Utilities - Regulated Electric names. SO ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
5,747 | $279,649 | |
| 2 | SO |
Southern Co
This page
|
2,188 | $209,413 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,413 | 2,188 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $210,992 | 2,186 | Shares | Defined | 2026-05-12 | |
| 2023-06-30 | $2,739 | 39 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,713 | 39 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,784 | 39 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $32,436 | 477 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $36,510 | 512 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $36,472 | 503 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $29,146 | 425 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||