Orion Capital Management LLC

Position in SO — Southern Co

CIK 1846758 CORONADO, CA

Position in SO

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$1,339

-$12 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,341

of 2,360 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Orion Capital Management LLC holds $209,786 across 7 Utilities - Regulated Electric names. SO ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,077	$182,298
2	DUK	Duke Energy CORP	159	$20,126
3	EIX	Edison International	50	$3,722
4	SO	Southern Co This page	14	$1,339
5	EVRG	Evergy, Inc.	10	$864
6	PNW	Pinnacle West Capital Corp	7	$749
7	CMS	Cms Energy Corp	9	$688

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,339	14	0.0%	Shares	Sole	2026-08-18
2026-03-31	$1,351	14	0.0%	Shares	Sole	2026-05-14
2025-12-31	$1,220	14	0.0%	Shares	Sole	2026-02-03
2025-09-30	$1,326	14	0.0%	Shares	Sole	2025-10-31
2025-06-30	$1,285	14	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,287	14	0.0%	Shares	Sole	2025-05-14
2024-12-31	$1,152	14	0.0%	Shares	Sole	2025-02-18
2024-06-30	$1,085	14	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,004	14	0.0%	Shares	Sole	2024-05-10
2023-12-31	$981	14	0.0%	Shares	Sole	2024-02-06
2023-09-30	$906	14	-94.4%	Shares	Sole	2023-11-16
2023-03-31	$17,395	250	0.0%	Shares	Sole	2023-05-10
2022-12-31	$17,852	250	0.0%	Shares	Sole	2023-01-23
2022-09-30	$17,000	250	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.