Position in SO
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$461,417
+$75,820 QoQ
Shares Held
4,821
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,462
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Envision Financial Transparency, LLC holds $461,417 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
|
4,821 | $461,417 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,417 | 4,821 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $385,597 | 3,995 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||