SEC 13F Intelligence

Granite Islands Private Wealth, LLC / SO

Granite Islands Private Wealth, LLC’s Southern Co Position

Does Granite Islands Private Wealth, LLC own Southern Co (SO)? Yes — 14.8K shares worth $1M (+1.30% of its 13F portfolio) as of Q1 2026, up from 11.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
14.8K
% of Portfolio
+1.30%
Quarters Held
2
currently held

Position History SO

Reported value by quarter
Q4 ’25: $987,312Q4 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.8K$1M+1.30%
Q4 202511.4K$987,312+0.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Granite Islands Private Wealth, LLC’s full portfolio or all institutional holders of SO.