Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$478,166
-$4,047 QoQ
Shares Held
4,996
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,436
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026BRIDGES INVESTMENT MANAGEMENT INC holds $4,599,094 across 7 Utilities - Regulated Electric names. SO ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,937 | $1,662,098 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
6,137 | $716,617 | |
| 3 | DUK |
Duke Energy CORP
|
4,658 | $589,609 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,082 | $558,457 | |
| 5 | SO |
Southern Co
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|
4,996 | $478,166 | |
| 6 | LNT |
Alliant Energy Corp
|
4,775 | $364,284 | |
| 7 | D |
Dominion Energy, Inc
|
3,366 | $229,863 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,166 | 4,996 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $482,213 | 4,996 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $465,124 | 5,334 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $479,914 | 5,064 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $433,987 | 4,726 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $431,153 | 4,689 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $385,998 | 4,689 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $418,976 | 4,646 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $358,761 | 4,625 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $310,275 | 4,325 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $303,269 | 4,325 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $279,914 | 4,325 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $305,587 | 4,350 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $337,463 | 4,850 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $346,338 | 4,850 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $363,800 | 5,350 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $417,163 | 5,850 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $424,183 | 5,850 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $401,193 | 5,850 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $567,025 | 9,150 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $553,666 | 9,150 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $578,088 | 9,300 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $595,871 | 9,700 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $583,569 | 10,763 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $589,378 | 11,367 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $807,606 | 14,917 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||