Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$606,514
-$5,133 QoQ
Shares Held
6,337
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,296
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026BUILDER INVESTMENT GROUP INC /ADV holds $606,514 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
|
6,337 | $606,514 |
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,514 | 6,337 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $611,647 | 6,337 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $556,946 | 6,387 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $631,357 | 6,662 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $611,771 | 6,662 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $612,570 | 6,662 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $548,415 | 6,662 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $606,821 | 6,729 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $521,968 | 6,729 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $482,738 | 6,729 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $471,837 | 6,729 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $441,972 | 6,829 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $479,737 | 6,829 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $475,161 | 6,829 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $527,862 | 7,392 | Shares | Sole | 2023-02-24 | |
| No filing history on record for this holder in this stock. | ||||||