Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,071,206
-$436,475 QoQ
Shares Held
366,432
-0.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
43.53%
of 13F equity value
Holder Rank
#156
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, 2026Southern Financial Group, LLC holds $35,431,705 across 2 Utilities - Regulated Electric names. SO ranks #1 (99.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
366,432 | $35,071,206 | |
| 2 | DUK |
Duke Energy CORP
|
2,848 | $360,499 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,071,206 | 366,432 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $35,507,681 | 367,879 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $32,348,235 | 370,966 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||