Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$235,638
-$739 QoQ
Shares Held
2,462
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,927
of 2,360 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tevis Investment Management holds $1,568,249 across 2 Utilities - Regulated Electric names. SO ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,183 | $1,332,611 | |
| 2 | SO |
Southern Co
This page
|
2,462 | $235,638 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,638 | 2,462 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $236,377 | 2,449 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $211,460 | 2,425 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $229,817 | 2,425 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $221,585 | 2,413 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $214,357 | 2,377 | Shares | Sole | 2024-10-28 | |
| 2022-09-30 | $158,984 | 2,338 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $166,722 | 2,338 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $169,527 | 2,338 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $160,339 | 2,338 | Shares | Sole | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||