Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$512,328
+$41,797 QoQ
Shares Held
5,308
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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 Mar 31, 2026Bey-Douglas LLC holds $818,932 across 2 Utilities - Regulated Electric names. SO ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,308 | $512,328 | |
| 2 | ED |
Consolidated Edison Inc
|
2,709 | $306,604 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,328 | 5,308 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $470,531 | 5,396 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $487,591 | 5,145 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $483,576 | 5,266 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $406,694 | 4,423 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $364,677 | 4,430 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $387,593 | 4,298 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $333,395 | 4,298 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $307,334 | 4,284 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $300,113 | 4,280 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||