Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,364
-$1,932 QoQ
Shares Held
2,386
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,952
of 2,360 holders
Holding Since
Sep 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, 2026Partners in Financial Planning holds $431,390 across 2 Utilities - Regulated Electric names. SO ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,386 | $228,364 | |
| 2 | D |
Dominion Energy, Inc
|
2,973 | $203,026 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,364 | 2,386 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $230,296 | 2,386 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $208,059 | 2,386 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $226,121 | 2,386 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $219,106 | 2,386 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $219,392 | 2,386 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $215,169 | 2,386 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||