Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$287,225
-$2,431 QoQ
Shares Held
3,001
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,755
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026KKM Financial LLC holds $8,033,414 across 2 Utilities - Regulated Electric names. SO ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
61,196 | $7,746,189 | |
| 2 | SO |
Southern Co
This page
|
3,001 | $287,225 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,225 | 3,001 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $289,656 | 3,001 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $261,687 | 3,001 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $284,404 | 3,001 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $275,581 | 3,001 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $275,941 | 3,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $247,042 | 3,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $270,630 | 3,001 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $232,787 | 3,001 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,291 | 3,001 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210,430 | 3,001 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||