William Allan Corp

Position in SO — Southern Co

CIK 1910961 FORT COLLINS, CO

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$914,604

-$7,741 QoQ

Shares Held

9,556

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,064

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

William Allan Corp holds $1,539,939 across 3 Utilities - Regulated Electric names. SO ranks #1 (59.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	9,556	$914,604
2	DUK	Duke Energy CORP	2,717	$343,917
3	AEP	American Electric Power Co Inc	2,057	$281,418

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$914,604	9,556	0.0%	Shares	Sole	2026-07-28
2026-03-31	$922,345	9,556	-3.0%	Shares	Sole	2026-05-14
2025-12-31	$858,745	9,848	+1.3%	Shares	Sole	2026-02-12
2025-09-30	$921,448	9,723	+1.7%	Shares	Sole	2025-10-24
2025-06-30	$878,170	9,563	+0.8%	Shares	Sole	2025-08-01
2025-03-31	$871,961	9,483	+11.5%	Shares	Sole	2025-05-05
2024-12-31	$700,378	8,508	+0.4%	Shares	Sole	2025-01-28
2024-09-30	$764,546	8,478	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$649,493	8,373	-1.3%	Shares	Sole	2024-07-29
2024-03-31	$608,570	8,483	-0.7%	Shares	Sole	2024-05-08
2023-12-31	$599,035	8,543	-0.4%	Shares	Sole	2024-02-13
2023-09-30	$555,362	8,581	+0.6%	Shares	Sole	2023-11-02
2023-06-30	$599,302	8,531	-0.2%	Shares	Sole	2023-07-28
2023-03-31	$594,630	8,546	+0.9%	Shares	Sole	2023-05-04
2022-12-31	$604,557	8,466	-4.9%	Shares	Sole	2023-02-01
2022-09-30	$605,540	8,905	+4.2%	Shares	Sole	2022-10-18
2022-06-30	$609,700	8,550	-49.6%	Shares	Sole	2022-07-25
2022-03-31	$1,229,262	16,953	-39.0%	Shares	Sole	2022-05-04
2021-12-31	$1,905,152	27,780	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.