SEC 13F Intelligence

Groesbeck Investment Management Corp /Nj/ / SO

Groesbeck Investment Management Corp /Nj/’s Southern Co Position

Does Groesbeck Investment Management Corp /Nj/ own Southern Co (SO)? Not currently — the last reported position was 8.1K shares worth $745,000 in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$745,000
Q1 2025
Shares
8.1K
% of Portfolio
+1.04%
Quarters Held
5
position exited

Position History SO

Reported value by quarter
Q3 ’21: $502,000Q3 ’21Q1 ’22: $587,000Q1 ’22Q1 ’24: $581,000Q1 ’24Q4 ’24: $667,000Q4 ’24Q1 ’25: $745,000Q1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20258.1K$745,000+1.04%
Q4 20248.1K$667,000+0.87%
Q1 20248.1K$581,000+0.62%
Q1 20228.1K$587,000+0.66%
Q3 20218.1K$502,000+0.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Groesbeck Investment Management Corp /Nj/’s full portfolio or all institutional holders of SO.