Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$226,354
+$15 QoQ
Shares Held
2,365
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,956
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026STEINBERGANNA WEALTH MANAGEMENT holds $226,354 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
|
2,365 | $226,354 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,354 | 2,365 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $226,339 | 2,345 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $202,914 | 2,327 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $218,729 | 2,308 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||