Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,072,813
+$13,313 QoQ
Shares Held
11,209
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#985
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026WIREGRASS INVESTMENT MANAGEMENT LLC holds $2,418,851 across 2 Utilities - Regulated Electric names. SO ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
16,585 | $1,346,038 | |
| 2 | SO |
Southern Co
This page
|
11,209 | $1,072,813 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,813 | 11,209 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,059,500 | 10,977 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $920,308 | 10,554 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||