Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$275,931
-$2,336 QoQ
Shares Held
2,883
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,786
of 2,360 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, 2026Councilmark Asset Management, LLC holds $275,931 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
|
2,883 | $275,931 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,931 | 2,883 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $278,267 | 2,883 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $251,397 | 2,883 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $273,221 | 2,883 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $264,745 | 2,883 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $265,091 | 2,883 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $237,328 | 2,883 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $259,988 | 2,883 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $223,634 | 2,883 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $206,826 | 2,883 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||