Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,076,553
+$302,061 QoQ
Shares Held
182,480
+6.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#340
of 2,354 holders
Holding Since
Dec 2025
3 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, 2026SSI INVESTMENT MANAGEMENT LLC holds $15,590,594 across 2 Utilities - Regulated Electric names. SO ranks #1 (58.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
182,480 | $9,076,553 | |
| 2 | PPL |
PPL Corp
|
132,750 | $6,514,041 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $9,076,553 | 182,480 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 SOMN | $8,774,492 | 170,710 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 SOMN | $8,213,210 | 163,090 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||