Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$562,487
-$3,795 QoQ
Shares Held
5,877
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,334
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026OMC Financial Services LTD holds $992,226 across 2 Utilities - Regulated Electric names. SO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,877 | $562,487 | |
| 2 | DUK |
Duke Energy CORP
|
3,395 | $429,739 |
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562,487 | 5,877 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $566,282 | 5,867 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $511,602 | 5,867 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $556,015 | 5,867 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $538,766 | 5,867 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $539,470 | 5,867 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $482,971 | 5,867 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $455 | 5,867 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $455,103 | 5,867 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $420,898 | 5,867 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||