Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$877,756
-$153,270 QoQ
Shares Held
9,171
-14.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.10%
of 13F equity value
Holder Rank
#1,083
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, 2026SHUTTLEWORTH & Co holds $1,285,449 across 2 Utilities - Regulated Electric names. SO ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
9,171 | $877,756 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,980 | $407,693 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,756 | 9,171 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,031,026 | 10,682 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $978,122 | 11,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,318,724 | 13,915 | Shares | Sole | 2025-11-17 | |
| No filing history on record for this holder in this stock. | ||||||