Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$269,710
-$63 QoQ
Shares Held
2,818
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#1,808
of 2,360 holders
Holding Since
Jun 2024
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, 2026Rodgers & Associates, LTD holds $269,710 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
|
2,818 | $269,710 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,710 | 2,818 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $269,773 | 2,795 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $241,805 | 2,773 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $260,617 | 2,750 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $250,512 | 2,728 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $248,724 | 2,705 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $220,864 | 2,683 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $239,878 | 2,660 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $204,707 | 2,639 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||