Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$299,380
+$6,635 QoQ
Shares Held
3,128
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,719
of 2,356 holders
Holding Since
Jun 2024
8 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, 2026Curran Financial Partners, LLC holds $504,975 across 2 Utilities - Regulated Electric names. SO ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,128 | $299,380 | |
| 2 | PPL |
PPL Corp
|
5,656 | $205,595 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,380 | 3,128 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $292,745 | 3,033 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $211,808 | 2,429 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $204,703 | 2,160 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $238,242 | 2,591 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $228,438 | 2,775 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $223,015 | 2,473 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $204,707 | 2,639 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||