Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$272,773
-$2,309 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,798
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PFC CAPITAL GROUP, INC. holds $272,773 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
|
2,850 | $272,773 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,773 | 2,850 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $275,082 | 2,850 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $309,560 | 3,550 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $336,433 | 3,550 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $289,264 | 3,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $289,642 | 3,150 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $259,308 | 3,150 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $284,067 | 3,150 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $244,345 | 3,150 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $225,981 | 3,150 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $241,914 | 3,450 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||