Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,634,896
+$88,795 QoQ
Shares Held
27,530
+4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.45%
of 13F equity value
Holder Rank
#659
of 2,360 holders
Holding Since
Dec 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, 2026Inman Jager Wealth Management, LLC holds $4,643,567 across 2 Utilities - Regulated Electric names. SO ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
27,530 | $2,634,896 | |
| 2 | ETR |
Entergy Corp /De/
|
17,488 | $2,008,671 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,634,896 | 27,530 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,546,101 | 26,379 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,177,122 | 24,967 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,197,621 | 23,189 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,219,622 | 24,171 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,177,927 | 23,686 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,968,600 | 23,914 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||