Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$242,433
-$1,762 QoQ
Shares Held
2,533
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,903
of 2,360 holders
Holding Since
Sep 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, 2026Whalen Wealth Management Inc. holds $242,433 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
|
2,533 | $242,433 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,433 | 2,533 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $244,195 | 2,530 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $220,441 | 2,528 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $237,493 | 2,506 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $228,289 | 2,486 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $226,656 | 2,465 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $212,467 | 2,581 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $230,860 | 2,560 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||