Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$488,121
-$559 QoQ
Shares Held
5,100
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,420
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Holcombe Financial, Inc. holds $849,253 across 2 Utilities - Regulated Electric names. SO ranks #1 (57.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,100 | $488,121 | |
| 2 | DUK |
Duke Energy CORP
|
2,853 | $361,132 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,121 | 5,100 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $488,680 | 5,063 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||