Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$267,318
-$1,779 QoQ
Shares Held
2,793
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,818
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026GERBER, LLC holds $267,318 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
|
2,793 | $267,318 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,318 | 2,793 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $269,097 | 2,788 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $242,677 | 2,783 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $263,176 | 2,777 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $274,479 | 2,989 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $274,378 | 2,984 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $250,664 | 3,045 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $274,147 | 3,040 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $235,424 | 3,035 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $212,565 | 2,963 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $231,816 | 3,306 | Shares | Sole | 2024-03-05 | |
| No filing history on record for this holder in this stock. | ||||||