Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,213,463
-$54,511 QoQ
Shares Held
33,575
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#590
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, 2026Walsky Investment Management, Inc. holds $3,795,378 across 2 Utilities - Regulated Electric names. SO ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
33,575 | $3,213,463 | |
| 2 | NEE |
Nextera Energy Inc
|
6,630 | $581,915 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,213,463 | 33,575 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,267,974 | 33,858 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,952,417 | 33,858 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||