Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$433,470
+$212,922 QoQ
Shares Held
4,529
+98.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.70%
of 13F equity value
Holder Rank
#1,497
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026FSA Investment Group, LLC holds $682,824 across 2 Utilities - Regulated Electric names. SO ranks #1 (63.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
4,529 | $433,470 | |
| 2 | NEE |
Nextera Energy Inc
|
2,841 | $249,354 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,470 | 4,529 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $220,548 | 2,285 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $287,149 | 3,293 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $307,623 | 3,246 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||