Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$748,835
-$61,160 QoQ
Shares Held
7,824
-6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,181
of 2,359 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, 2026INTRUST BANK NA holds $16,198,939 across 15 Utilities - Regulated Electric names. SO ranks #8 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
19,561 | $2,676,139 | |
| 2 | NEE |
Nextera Energy Inc
|
27,855 | $2,444,833 | |
| 3 | ETR |
Entergy Corp /De/
|
20,214 | $2,321,779 | |
| 4 | NGG |
National Grid PLC
|
17,177 | $1,423,457 | |
| 5 | DTE |
Dte Energy Co
|
8,973 | $1,367,215 | |
| 6 | EXC |
Exelon Corp
|
26,506 | $1,235,708 | |
| 7 | DUK |
Duke Energy CORP
|
8,466 | $1,071,626 | |
| 8 | SO |
Southern Co
This page
|
7,824 | $748,835 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,835 | 7,824 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $809,995 | 8,392 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $733,439 | 8,411 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $802,322 | 8,466 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $810,398 | 8,825 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $882,259 | 9,595 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $800,232 | 9,721 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $927,951 | 10,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $917,342 | 11,826 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $854,781 | 11,915 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $823,979 | 11,751 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $880,062 | 13,598 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $883,674 | 12,579 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $800,448 | 11,504 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $745,448 | 10,439 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $821,440 | 12,080 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $870,053 | 12,201 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $926,242 | 12,774 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $924,526 | 13,481 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $926,761 | 14,955 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $846,595 | 13,991 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $810,752 | 13,043 | Shares | Sole | 2021-06-02 | |
| 2020-12-31 | $728,498 | 11,859 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $622,933 | 11,489 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $437,562 | 8,439 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $489,804 | 9,047 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||