Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$784,152
-$7,987 QoQ
Shares Held
8,193
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,158
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, 2026BLALOCK WILLIAMS, LLC holds $784,152 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
|
8,193 | $784,152 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,152 | 8,193 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $792,139 | 8,207 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $683,996 | 7,844 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $757,686 | 7,995 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $726,558 | 7,912 | Shares | Defined | 2025-11-06 | |
| 2025-03-31 | $754,725 | 8,208 | Shares | Defined | 2025-11-06 | |
| 2024-12-31 | $624,397 | 7,585 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||