Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$408,203
-$1,041 QoQ
Shares Held
4,265
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,532
of 2,360 holders
Holding Since
Jun 2025
5 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, 2026B.O.S.S. Retirement Advisors, LLC holds $408,203 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
|
4,265 | $408,203 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $408,203 | 4,265 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $409,244 | 4,240 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $366,763 | 4,206 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $391,589 | 4,132 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $381,645 | 4,156 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||