Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$243,581
-$2,062 QoQ
Shares Held
2,545
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,901
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026Lewis Asset Management, LLC holds $243,581 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
|
2,545 | $243,581 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,581 | 2,545 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $245,643 | 2,545 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $221,924 | 2,545 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $240,905 | 2,542 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||