Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,168,906
-$8,734 QoQ
Shares Held
12,213
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#955
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TWIN CAPITAL MANAGEMENT INC holds $18,414,896 across 12 Utilities - Regulated Electric names. SO ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,432 | $3,636,486 | |
| 2 | DUK |
Duke Energy CORP
|
28,252 | $3,576,138 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,522 | $2,260,374 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
15,079 | $1,613,453 | |
| 5 | EVRG |
Evergy, Inc.
|
16,804 | $1,452,369 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,050 | $1,173,538 | |
| 7 | SO |
Southern Co
This page
|
12,213 | $1,168,906 | |
| 8 | PCG |
PG&E Corp
|
57,822 | $972,566 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,168,906 | 12,213 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,177,640 | 12,201 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,082,500 | 12,414 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,195,618 | 12,616 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,556,243 | 16,947 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,582,459 | 17,210 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,443,069 | 17,530 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,615,574 | 17,915 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,417,669 | 18,276 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,318,796 | 18,383 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $842,702 | 12,018 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $767,967 | 11,866 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $902,150 | 12,842 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $901,408 | 12,955 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $993,884 | 13,918 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $927,180 | 13,635 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $982,437 | 13,777 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $998,970 | 13,777 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,103,246 | 16,087 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $965,306 | 15,577 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,032,724 | 17,067 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,139,206 | 18,327 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,438,506 | 23,417 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,309,792 | 24,157 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,302,057 | 25,112 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,372,449 | 25,350 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||