Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$358,529
-$3,034 QoQ
Shares Held
3,746
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,607
of 2,360 holders
Holding Since
Sep 2025
4 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, 2026BANYAN CAPITAL MANAGEMENT, INC. holds $674,092 across 2 Utilities - Regulated Electric names. SO ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
3,746 | $358,529 | |
| 2 | DUK |
Duke Energy CORP
|
2,493 | $315,563 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,529 | 3,746 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $361,563 | 3,746 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $359,700 | 4,125 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $409,880 | 4,325 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||