Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$314,885
-$1,797 QoQ
Shares Held
3,290
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#1,691
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Mallini Complete Financial Planning LLC holds $527,792 across 2 Utilities - Regulated Electric names. SO ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,290 | $314,885 | |
| 2 | DUK |
Duke Energy CORP
|
1,682 | $212,907 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,885 | 3,290 | Principal | Sole | 2026-07-08 | |
| 2026-03-31 | $316,682 | 3,281 | Principal | Sole | 2026-04-13 | |
| 2025-12-31 | $290,463 | 3,331 | Principal | Sole | 2026-01-06 | |
| 2025-09-30 | $313,973 | 3,313 | Principal | Sole | 2025-10-20 | |
| 2025-06-30 | $303,222 | 3,302 | Principal | Sole | 2025-07-11 | |
| 2025-03-31 | $303,067 | 3,296 | Principal | Sole | 2025-04-24 | |
| 2024-12-31 | $275,854 | 3,351 | Principal | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||