Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$995,575
-$8,425 QoQ
Shares Held
10,402
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,026
of 2,360 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, 2026WASHINGTON TRUST Co holds $34,418,547 across 8 Utilities - Regulated Electric names. SO ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
348,620 | $30,598,376 | |
| 2 | SO |
Southern Co
This page
|
10,402 | $995,575 | |
| 3 | DUK |
Duke Energy CORP
|
6,662 | $843,275 | |
| 4 | ED |
Consolidated Edison Inc
|
7,307 | $808,372 | |
| 5 | ES |
Eversource Energy
|
6,115 | $441,931 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,249 | $307,684 | |
| 7 | XEL |
Xcel Energy Inc
|
2,764 | $221,949 | |
| 8 | D |
Dominion Energy, Inc
|
2,949 | $201,385 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $995,575 | 10,402 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,004,000 | 10,402 | Shares | Defined | 2026-04-06 | |
| 2025-12-31 | $641,792 | 7,360 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $711,248 | 7,505 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $694,234 | 7,560 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $327,341 | 3,560 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $309,523 | 3,760 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $431,510 | 4,785 | Shares | Defined | 2024-10-25 | |
| 2024-06-30 | $371,171 | 4,785 | Shares | Defined | 2024-07-15 | |
| 2024-03-31 | $343,274 | 4,785 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $333,070 | 4,750 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $307,420 | 4,750 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $333,686 | 4,750 | Shares | Defined | 2023-07-27 | |
| 2023-03-31 | $283,538 | 4,075 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $290,995 | 4,075 | Shares | Defined | 2023-07-27 | |
| 2022-09-30 | $277,100 | 4,075 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $290,587 | 4,075 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $309,979 | 4,275 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $297,705 | 4,341 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $305,202 | 4,925 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $273,807 | 4,525 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $449,106 | 7,225 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $463,242 | 7,541 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $408,872 | 7,541 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $232,028 | 4,475 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $439,020 | 8,109 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||