Insight Inv LLC

Position in SO — Southern Co

CIK 1909322 EL SEGUNDO, CA

Position in SO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$833,155

-$27,803 QoQ

Shares Held

8,705

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#1,116

of 2,360 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Insight Inv LLC holds $833,155 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	8,705	$833,155

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833,155	8,705	-2.4%	Shares	Sole	2026-07-24
2026-03-31	$860,958	8,920	+0.8%	Shares	Sole	2026-04-28
2025-12-31	$771,284	8,845	0.0%	Shares	Sole	2026-02-06
2025-09-30	$838,240	8,845	0.0%	Shares	Sole	2025-10-28
2025-06-30	$812,236	8,845	-2.0%	Shares	Sole	2025-07-24
2025-03-31	$830,308	9,030	0.0%	Shares	Sole	2025-04-25
2024-12-31	$743,349	9,030	+8.4%	Shares	Sole	2025-01-21
2024-09-30	$751,199	8,330	-0.2%	Shares	Sole	2024-11-15
2024-06-30	$647,709	8,350	-4.1%	Shares	Sole	2024-08-07
2024-03-31	$624,496	8,705	-17.3%	Shares	Sole	2024-04-29
2023-12-31	$738,363	10,530	+1.4%	Shares	Sole	2024-01-22
2023-09-30	$671,793	10,380	-1.8%	Shares	Sole	2023-10-30
2023-06-30	$742,542	10,570	+18.0%	Shares	Sole	2023-08-09
2023-03-31	$623,088	8,955	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$636,620	8,915	0.0%	Shares	Sole	2023-02-14
2022-09-30	$606,220	8,915	-6.1%	Shares	Sole	2022-11-09
2022-06-30	$676,731	9,490	0.0%	Shares	Sole	2022-08-12
2022-03-31	$688,119	9,490	+20.2%	Shares	Sole	2022-05-10
2021-12-31	$541,439	7,895	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.