Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,177,228
+$143,985 QoQ
Shares Held
242,161
+1.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#200
of 2,354 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. SO ranks #1 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,177,228 | 242,161 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $23,033,243 | 238,637 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,653,407 | 236,851 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,957,003 | 252,791 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,882,446 | 238,293 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,482,322 | 222,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,205,620 | 209,009 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,376,327 | 181,596 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $13,697,776 | 176,586 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,883,890 | 151,713 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,047,359 | 86,243 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,783,165 | 27,552 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,496,465 | 21,302 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,300,450 | 18,690 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,212,184 | 16,975 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,136,144 | 16,708 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $708,750 | 9,939 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $533,383 | 7,356 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $545,005 | 7,947 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $491,236 | 7,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $383,512 | 6,338 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $401,429 | 6,458 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $442,357 | 7,201 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $217,042 | 4,003 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||