Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$253,440
-$4,654 QoQ
Shares Held
2,648
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,865
of 2,360 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ardent Capital Management, Inc. holds $253,440 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
|
2,648 | $253,440 |
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,440 | 2,648 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $258,094 | 2,674 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $245,468 | 2,815 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $269,336 | 2,842 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $260,980 | 2,842 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $274,194 | 2,982 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $257,579 | 3,129 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $279,558 | 3,100 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $290,034 | 3,739 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $268,235 | 3,739 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $262,178 | 3,739 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $241,988 | 3,739 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $262,664 | 3,739 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $261,342 | 3,756 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $267,858 | 3,751 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 SOLN | — | 5,283 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 SOLN | — | 5,283 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 SOLN | — | 5,283 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||