Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$655,709
-$5,356 QoQ
Shares Held
6,851
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,244
of 2,354 holders
Holding Since
Mar 2023
14 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, 2026Sentry LLC holds $886,337 across 2 Utilities - Regulated Electric names. SO ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,851 | $655,709 | |
| 2 | DUK |
Duke Energy CORP
|
1,822 | $230,628 |
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,709 | 6,851 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $661,065 | 6,849 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $618,509 | 7,093 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $671,824 | 7,089 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $650,615 | 7,085 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $651,097 | 7,081 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $339,405 | 4,123 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $641,811 | 7,117 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $551,832 | 7,114 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $509,999 | 7,109 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $498,693 | 7,112 | Shares | Sole | 2024-02-22 | |
| 2023-09-30 | $459,512 | 7,100 | Shares | Sole | 2024-03-07 | |
| 2023-06-30 | $498,494 | 7,096 | Shares | Sole | 2024-03-07 | |
| 2023-03-31 | $493,391 | 7,091 | Shares | Sole | 2024-03-07 | |
| No filing history on record for this holder in this stock. | ||||||