Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$521,332
-$4,219 QoQ
Shares Held
5,447
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,377
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, 2026BOS Asset Management, LLC holds $1,680,036 across 2 Utilities - Regulated Electric names. SO ranks #2 (31.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
16,033 | $1,158,704 | |
| 2 | SO |
Southern Co
This page
|
5,447 | $521,332 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,332 | 5,447 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $525,551 | 5,445 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $470,967 | 5,401 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $511,852 | 5,401 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $495,882 | 5,400 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $496,530 | 5,400 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $444,528 | 5,400 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $598,614 | 6,638 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $528,406 | 6,812 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $431,300 | 6,012 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $421,561 | 6,012 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $398,739 | 6,161 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $432,810 | 6,161 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $407,808 | 5,861 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $418,534 | 5,861 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||