Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,951
+$7,914 QoQ
Shares Held
2,622
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,868
of 2,359 holders
Holding Since
Dec 2025
3 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, 2026Prosperity Bancshares Inc holds $654,522 across 10 Utilities - Regulated Electric names. SO ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,622 | $250,951 | |
| 2 | NEE |
Nextera Energy Inc
|
1,358 | $119,191 | |
| 3 | DUK |
Duke Energy CORP
|
917 | $116,073 | |
| 4 | EVRG |
Evergy, Inc.
|
443 | $38,288 | |
| 5 | AEP |
American Electric Power Co Inc
|
277 | $37,896 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
204 | $23,821 | |
| 7 | XEL |
Xcel Energy Inc
|
264 | $21,199 | |
| 8 | EXC |
Exelon Corp
|
417 | $19,440 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,951 | 2,622 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $243,037 | 2,518 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $165,244 | 1,895 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||