INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Position in SO — Southern Co
CIK 1818604
ORLANDO, FL
Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,471,541
+$35,517 QoQ
Shares Held
15,375
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#862
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $16,087,443 across 25 Utilities - Regulated Electric names. SO ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,544 | $2,944,156 | |
| 2 | PCG |
PG&E Corp
|
110,130 | $1,852,386 | |
| 3 | SO |
Southern Co
This page
|
15,375 | $1,471,541 | |
| 4 | AEE |
Ameren Corp
|
11,303 | $1,277,691 | |
| 5 | ED |
Consolidated Edison Inc
|
8,482 | $938,363 | |
| 6 | DUK |
Duke Energy CORP
|
6,867 | $869,224 | |
| 7 | DTE |
Dte Energy Co
|
5,458 | $831,635 | |
| 8 | OGE |
Oge Energy Corp.
|
17,013 | $827,852 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,471,541 | 15,375 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,436,024 | 14,878 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,301,024 | 14,920 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,373,501 | 14,493 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,330,892 | 14,493 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,471,935 | 16,008 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,309,958 | 15,913 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $16,665 | 1,502,813 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,318,457 | 16,997 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,135,357 | 15,826 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,199,542 | 17,107 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,212,335 | 18,732 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,168,749 | 16,637 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,039,873 | 14,945 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,114,935 | 99,635 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $960,908 | 14,131 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $901,714 | 12,645 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $930,303 | 12,830 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $970,338 | 14,149 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $811,063 | 13,088 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $837,216 | 13,836 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,725,685 | 27,762 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $870,647 | 14,173 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $739,886 | 13,646 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $640,969 | 12,362 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $681,730 | 12,592 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||