Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$295,743
-$2,503 QoQ
Shares Held
3,090
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,729
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Hawaii, Inc. holds $985,299 across 2 Utilities - Regulated Electric names. SO ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
6,233 | $689,556 | |
| 2 | SO |
Southern Co
This page
|
3,090 | $295,743 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,743 | 3,090 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $298,246 | 3,090 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $269,448 | 3,090 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||