Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,196,883
-$740,887 QoQ
Shares Held
43,850
-14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#515
of 2,360 holders
Holding Since
Jun 2025
5 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, 2026Longbow Finance SA holds $4,196,883 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
|
43,850 | $4,196,883 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,196,883 | 43,850 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,937,770 | 51,158 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,460,977 | 51,158 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,967,869 | 73,524 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,751,708 | 73,524 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||