Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$287,225
-$1,562 QoQ
Shares Held
3,001
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,753
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, 2026PW Nova Financial Services LLC holds $287,225 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
|
3,001 | $287,225 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,225 | 3,001 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $288,787 | 2,992 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||