Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$770,561
-$19,937 QoQ
Shares Held
8,051
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#1,168
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, 2026Geometric Wealth Advisors holds $770,561 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
|
8,051 | $770,561 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,561 | 8,051 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $790,498 | 8,190 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $699,954 | 8,027 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $760,718 | 8,027 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $737,119 | 8,027 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $735,967 | 8,004 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $660,288 | 8,021 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $721,800 | 8,004 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $620,870 | 8,004 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||