Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$656,187
-$2,948 QoQ
Shares Held
6,856
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,246
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026GREENUP STREET WEALTH MANAGEMENT LLC holds $656,187 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
|
6,856 | $656,187 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,187 | 6,856 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $659,135 | 6,829 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $594,180 | 6,814 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $667,086 | 7,039 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $644,095 | 7,014 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $640,339 | 6,964 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $575,828 | 6,995 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||