Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$230,086
-$1,948 QoQ
Shares Held
2,404
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,947
of 2,360 holders
Holding Since
Dec 2021
13 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, 2026Forbes Financial Planning, Inc. holds $230,086 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
|
2,404 | $230,086 |
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,086 | 2,404 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $232,034 | 2,404 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $209,628 | 2,404 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $227,827 | 2,404 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $220,759 | 2,404 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $221,047 | 2,404 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $216,792 | 2,404 | Shares | Sole | 2024-10-29 | |
| 2023-03-31 | $236,850 | 3,404 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $249,792 | 3,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $237,864 | 3,498 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $249,442 | 3,498 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $253,639 | 3,498 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $239,892 | 3,498 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||