Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$750,749
-$6,353 QoQ
Shares Held
7,844
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
14.99%
of 13F equity value
Holder Rank
#1,180
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, 2026SageOak Financial, LLC holds $750,749 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
|
7,844 | $750,749 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $750,749 | 7,844 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $757,102 | 7,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $683,996 | 7,844 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $743,375 | 7,844 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $720,314 | 7,844 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $721,255 | 7,844 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $645,718 | 7,844 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||