Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$948,390
+$121,407 QoQ
Shares Held
9,909
+15.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,049
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, 2026Thompson David Blair holds $1,501,291 across 2 Utilities - Regulated Electric names. SO ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
9,909 | $948,390 | |
| 2 | DUK |
Duke Energy CORP
|
4,368 | $552,901 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $948,390 | 9,909 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $826,983 | 8,568 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $490,064 | 5,620 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||