Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$201,086
-$10,389 QoQ
Shares Held
2,101
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,048
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026SEARCY FINANCIAL SERVICES INC /ADV holds $201,086 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
|
2,101 | $201,086 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,086 | 2,101 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $211,475 | 2,191 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $210,588 | 2,415 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $264,787 | 2,794 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $256,573 | 2,794 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $277,505 | 3,018 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $261,777 | 3,180 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $286,772 | 3,180 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $246,672 | 3,180 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $228,133 | 3,180 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $222,981 | 3,180 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $205,809 | 3,180 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||