Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$265,116
-$10,931 QoQ
Shares Held
2,770
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,826
of 2,356 holders
Holding Since
Mar 2024
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 Jun 30, 2026Glass Wealth Management Co LLC holds $265,116 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
|
2,770 | $265,116 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,116 | 2,770 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $276,047 | 2,860 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,392 | 2,860 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $271,042 | 2,860 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $269,980 | 2,940 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $270,333 | 2,940 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $293,470 | 3,565 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $321,491 | 3,565 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $276,537 | 3,565 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $255,753 | 3,565 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||