Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$206,829
-$25,880 QoQ
Shares Held
2,161
-10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#2,027
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026FLOYD FINANCIAL GROUP LLC holds $206,829 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
|
2,161 | $206,829 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,829 | 2,161 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $232,709 | 2,411 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $210,239 | 2,411 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $228,490 | 2,411 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $235,727 | 2,567 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $221,323 | 2,407 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||