Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$292,585
-$2,476 QoQ
Shares Held
3,057
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,737
of 2,356 holders
Holding Since
Mar 2023
7 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, 2026BERKSHIRE ASSET MANAGEMENT LLC/PA holds $3,124,004 across 2 Utilities - Regulated Electric names. SO ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
20,696 | $2,831,419 | |
| 2 | SO |
Southern Co
This page
|
3,057 | $292,585 |
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,585 | 3,057 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $295,061 | 3,057 | Shares | Sole | 2026-05-11 | |
| 2024-12-31 | $219,876 | 2,671 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $275,590 | 3,056 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $237,053 | 3,056 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $202,882 | 2,888 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $201,782 | 2,900 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||