Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,530,933
-$796,348 QoQ
Shares Held
36,892
-17.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#558
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026CULLEN INVESTMENT GROUP, LTD. holds $4,511,751 across 2 Utilities - Regulated Electric names. SO ranks #1 (78.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
36,892 | $3,530,933 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
12,085 | $980,818 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,530,933 | 36,892 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,327,281 | 44,833 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $6,801,600 | 78,000 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,976,411 | 84,166 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $7,290,567 | 79,392 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $6,273,104 | 68,223 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $1,767,163 | 21,467 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,536,667 | 17,040 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,319,310 | 17,008 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $1,363,920 | 19,012 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $1,393,284 | 19,870 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||