Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$8,326
New position
Shares Held
87
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,300
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Brooklyn FI, LLC holds $13,652 across 2 Utilities - Regulated Electric names. SO ranks #1 (61.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
87 | $8,326 | |
| 2 | D |
Dominion Energy, Inc
|
78 | $5,326 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,326 | 87 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||