Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$14,804,900
-$372,193 QoQ
Shares Held
154,685
-1.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#262
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, 2026COMMERCE BANK holds $408,126,355 across 27 Utilities - Regulated Electric names. SO ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,618,174 | $142,027,131 | |
| 2 | AEP |
American Electric Power Co Inc
|
736,935 | $100,820,076 | |
| 3 | DUK |
Duke Energy CORP
|
329,494 | $41,707,349 | |
| 4 | AEE |
Ameren Corp
|
179,331 | $20,271,575 | |
| 5 | SO |
Southern Co
This page
|
154,685 | $14,804,900 | |
| 6 | XEL |
Xcel Energy Inc
|
157,794 | $12,670,858 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
87,185 | $10,180,591 | |
| 8 | PPL |
PPL Corp
|
267,590 | $9,726,895 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,804,900 | 154,685 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $15,177,093 | 157,243 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,930,025 | 159,748 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,464,377 | 163,178 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $14,847,349 | 161,683 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $14,873,647 | 161,758 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $12,785,117 | 155,310 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,616,187 | 150,989 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $11,072,574 | 142,743 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $9,005,593 | 125,531 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,675,545 | 109,463 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,992,477 | 108,042 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,643,972 | 108,811 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,101,403 | 102,061 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $7,228,548 | 101,226 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,917,300 | 101,725 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $7,781,133 | 109,117 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,552,423 | 173,113 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $12,065,347 | 175,931 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,007,172 | 177,621 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,541,083 | 174,204 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $10,721,791 | 172,487 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $10,650,425 | 173,375 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $9,380,927 | 173,016 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,334,544 | 141,457 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,647,396 | 104,311 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||