Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$229,034
-$876 QoQ
Shares Held
2,393
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,950
of 2,360 holders
Holding Since
Sep 2024
7 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, 2026Axecap Investments, LLC holds $229,034 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
|
2,393 | $229,034 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,034 | 2,393 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $229,910 | 2,382 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $207,274 | 2,377 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $223,467 | 2,358 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $216,535 | 2,358 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $223,070 | 2,426 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $212,644 | 2,358 | Shares | Sole | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||