Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$234,202
+$12,303 QoQ
Shares Held
2,447
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,933
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Thayer Partners, LLC / MA holds $499,603 across 2 Utilities - Regulated Electric names. SO ranks #2 (46.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
2,399 | $265,401 | |
| 2 | SO |
Southern Co
This page
|
2,447 | $234,202 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,202 | 2,447 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $221,899 | 2,299 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||