Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$238,987
-$30,882 QoQ
Shares Held
2,497
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,917
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Philip James Wealth Mangement, LLC holds $238,987 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
|
2,497 | $238,987 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,987 | 2,497 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $269,869 | 2,796 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $256,542 | 2,942 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $292,934 | 3,091 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $284,305 | 3,096 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $314,469 | 3,420 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $283,510 | 3,444 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $324,106 | 3,594 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||