Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$254,875
-$2,061 QoQ
Shares Held
2,663
+0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,860
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, 2026Unified Investment Management holds $254,875 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,663 | $254,875 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,875 | 2,663 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $256,936 | 2,662 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $232,039 | 2,661 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,993 | 2,659 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $244,084 | 2,658 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $244,219 | 2,656 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $218,559 | 2,655 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||