Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$275,166
-$2,329 QoQ
Shares Held
2,875
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#1,791
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, 2026Keystone Financial Group, Inc. holds $559,150 across 2 Utilities - Regulated Electric names. SO ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
2,432 | $283,984 | |
| 2 | SO |
Southern Co
This page
|
2,875 | $275,166 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,166 | 2,875 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $277,495 | 2,875 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $249,566 | 2,862 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $269,904 | 2,848 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $235,911 | 2,569 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $235,208 | 2,558 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $216,583 | 2,631 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||