Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,026,968
-$1,044,350 QoQ
Shares Held
10,730
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,004
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026RFP Financial Group LLC holds $1,026,968 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
|
10,730 | $1,026,968 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,026,968 | 10,730 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,071,318 | 21,460 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $938,446 | 10,762 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,733,627 | 18,293 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,573,139 | 17,131 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,644,801 | 17,888 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,509,831 | 18,341 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,308,342 | 36,686 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,608,645 | 20,738 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,533,227 | 21,372 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,479,110 | 21,094 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,364,749 | 21,087 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,582,169 | 22,522 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $720,708 | 10,358 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,604,367 | 22,467 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||