Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$282,344
-$5,575 QoQ
Shares Held
2,950
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,767
of 2,360 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tennessee Valley Asset Management Partners holds $282,344 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
|
2,950 | $282,344 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,344 | 2,950 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $287,919 | 2,983 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $210,064 | 2,409 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $387,893 | 4,093 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $348,030 | 3,785 | Shares | Sole | 2025-04-18 | |
| 2024-09-30 | $308,866 | 3,425 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $174,318 | 2,486 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||