Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$213,911
+$1,567 QoQ
Shares Held
2,235
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,995
of 2,360 holders
Holding Since
Mar 2026
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, 2026Storen Legacy Partners, LLC holds $213,911 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
|
2,235 | $213,911 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,911 | 2,235 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $212,344 | 2,200 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||