Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$269,710
-$86 QoQ
Shares Held
2,818
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,809
of 2,360 holders
Holding Since
Dec 2025
2 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, 2026Value Investment Professionals, LLC holds $554,914 across 2 Utilities - Regulated Electric names. SO ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
2,578 | $285,204 | |
| 2 | SO |
Southern Co
This page
|
2,818 | $269,710 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,710 | 2,818 | Shares | Sole | 2026-07-07 | |
| 2025-12-31 | $269,796 | 3,094 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||