Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$71,343,668
New position
Shares Held
745,415
first reported quarter
Ownership
0.066%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#96
of 2,356 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. holds $428,485,451 across 7 Utilities - Regulated Electric names. SO ranks #5 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
972,479 | $84,051,358 | |
| 2 | LNT |
Alliant Energy Corp
|
1,099,030 | $83,844,997 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
682,599 | $79,707,084 | |
| 4 | CMS |
Cms Energy Corp
|
1,028,844 | $78,706,566 | |
| 5 | SO |
Southern Co
This page
|
745,415 | $71,343,668 | |
| 6 | EXC |
Exelon Corp
|
624,620 | $29,119,784 | |
| 7 | DUK |
Duke Energy CORP
|
13,525 | $1,711,994 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,343,668 | 745,415 | Shares | Defined | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||