Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$366,377
New position
Shares Held
3,828
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,593
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SGL Investment Advisors, Inc. holds $770,031 across 2 Utilities - Regulated Electric names. SO ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,599 | $403,654 | |
| 2 | SO |
Southern Co
This page
|
3,828 | $366,377 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,377 | 3,828 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||