Position in SO
as of Mar 31, 2026
· filed Aug 3, 2026
Position Value
$1,506,870
+$141,231 QoQ
Shares Held
15,612
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026BUSH INVESTMENT GROUP, LLC holds $1,506,870 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
|
15,612 | $1,506,870 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,506,870 | 15,612 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $1,365,639 | 15,661 | Shares | Sole | 2026-03-05 | |
| 2025-09-30 | $1,480,402 | 15,621 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $1,017,935 | 11,085 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,079,033 | 11,735 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $954,418 | 11,594 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,045,546 | 11,594 | Shares | Sole | 2024-12-03 | |
| 2024-06-30 | $904,698 | 11,663 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $831,753 | 11,594 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $469,663 | 6,698 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||