Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,292,466
-$10,071 QoQ
Shares Held
13,504
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#902
of 2,360 holders
Holding Since
Dec 2021
17 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, 2026Autumn Glory Partners, LLC holds $4,307,925 across 2 Utilities - Regulated Electric names. SO ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
61,970 | $3,015,459 | |
| 2 | SO |
Southern Co
This page
|
13,504 | $1,292,466 |
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,292,466 | 13,504 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,302,537 | 13,495 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $713,732 | 8,185 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $775,692 | 8,185 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $751,628 | 8,185 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $752,610 | 8,185 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $673,789 | 8,185 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,533,781 | 17,008 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $634,910 | 8,185 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $501,821 | 6,995 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $490,489 | 6,995 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $452,716 | 6,995 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $491,398 | 6,995 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $676,252 | 9,470 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $321,980 | 4,735 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $337,652 | 4,735 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $268,147 | 3,910 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||