Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$794,010
+$713 QoQ
Shares Held
8,296
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,149
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Vann Equity Management LLC holds $2,632,791 across 2 Utilities - Regulated Electric names. SO ranks #2 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
20,950 | $1,838,781 | |
| 2 | SO |
Southern Co
This page
|
8,296 | $794,010 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,010 | 8,296 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $793,297 | 8,219 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||