Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$301,007
-$2,548 QoQ
Shares Held
3,145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,718
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Prospect Financial Services LLC holds $301,007 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
|
3,145 | $301,007 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,007 | 3,145 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $303,555 | 3,145 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $274,244 | 3,145 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,051 | 3,145 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $288,805 | 3,145 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $280,355 | 3,049 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $246,960 | 3,000 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $213,365 | 2,366 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||