Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$234,010
-$1,981 QoQ
Shares Held
2,445
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,935
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Heritage Investment Group, Inc. holds $662,064 across 2 Utilities - Regulated Electric names. SO ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,877 | $428,054 | |
| 2 | SO |
Southern Co
This page
|
2,445 | $234,010 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,010 | 2,445 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $235,991 | 2,445 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $213,116 | 2,444 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||