Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$350,202
-$23,137 QoQ
Shares Held
3,659
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.85%
of 13F equity value
Holder Rank
#1,612
of 2,354 holders
Holding Since
Dec 2023
11 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, 2026Magnolia Wealth Management, LLC holds $350,202 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
|
3,659 | $350,202 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,202 | 3,659 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $373,339 | 3,868 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $318,803 | 3,656 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $330,936 | 3,492 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $306,895 | 3,342 | Shares | Sole | 2025-11-24 | |
| 2025-03-31 | $303,526 | 3,301 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $271,738 | 3,301 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $272,884 | 3,026 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $234,726 | 3,026 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $434,170 | 6,052 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $212,183 | 3,026 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||