Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$643,745
+$14,628 QoQ
Shares Held
6,726
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,257
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026Samara Investment Management, LLC holds $643,745 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
6,726 | $643,745 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,745 | 6,726 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $629,117 | 6,518 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||