Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$628,144
-$44,117 QoQ
Shares Held
6,563
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,270
of 2,360 holders
Holding Since
Mar 2023
14 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, 2026Goldstone Financial Group, LLC holds $1,039,845 across 2 Utilities - Regulated Electric names. SO ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,563 | $628,144 | |
| 2 | EXC |
Exelon Corp
|
8,831 | $411,701 |
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $628,144 | 6,563 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $672,261 | 6,965 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $735,706 | 8,437 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $739,679 | 7,805 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $656,125 | 7,145 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $589,123 | 6,407 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $530,717 | 6,447 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $539,096 | 5,978 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $403,364 | 5,200 | Shares | Sole | 2025-01-15 | |
| 2024-03-31 | $307,764 | 4,290 | Shares | Sole | 2025-01-15 | |
| 2023-12-31 | $285,809 | 4,076 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $240,240 | 3,712 | Shares | Sole | 2025-01-15 | |
| 2023-06-30 | $287,884 | 4,098 | Shares | Sole | 2025-01-15 | |
| 2023-03-31 | $257,933 | 3,707 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||