Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$220,133
-$1,863 QoQ
Shares Held
2,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,976
of 2,360 holders
Holding Since
Sep 2021
12 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, 2026AllGen Financial Advisors, Inc. holds $220,133 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
|
2,300 | $220,133 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,133 | 2,300 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $221,996 | 2,300 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $200,560 | 2,300 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $217,971 | 2,300 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $211,209 | 2,300 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $211,485 | 2,300 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $207,414 | 2,300 | Shares | Sole | 2024-10-24 | |
| 2022-12-31 | $291,781 | 4,086 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $277,848 | 4,086 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $291,372 | 4,086 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $3,077,976 | 42,449 | Shares | Sole | 2023-02-15 | |
| 2021-09-30 | $2,612,531 | 42,158 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||