Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,330,039
-$807,240 QoQ
Shares Held
1,037,823
+0.0% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#79
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, 2026ZACKS INVESTMENT MANAGEMENT holds $281,082,896 across 16 Utilities - Regulated Electric names. SO ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
795,130 | $108,781,735 | |
| 2 | SO |
Southern Co
This page
|
1,037,823 | $99,330,039 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
689,319 | $55,945,130 | |
| 4 | AEE |
Ameren Corp
|
59,194 | $6,691,289 | |
| 5 | ED |
Consolidated Edison Inc
|
35,404 | $3,916,744 | |
| 6 | NEE |
Nextera Energy Inc
|
25,673 | $2,253,319 | |
| 7 | ES |
Eversource Energy
|
11,310 | $817,373 | |
| 8 | DUK |
Duke Energy CORP
|
4,404 | $557,458 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,330,039 | 1,037,823 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $100,137,279 | 1,037,477 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $91,323,775 | 1,047,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $100,278,221 | 1,058,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $120,531,099 | 1,312,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $119,599,548 | 1,300,702 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $105,740,122 | 1,284,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $128,687,220 | 1,427,004 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,720,656 | 1,285,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $88,808,739 | 1,237,925 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,395,380 | 1,203,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,995,084 | 1,236,018 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,527,768 | 1,231,712 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $85,017,297 | 1,221,864 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $84,071,635 | 1,177,309 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,083,032 | 1,133,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $77,606,316 | 1,088,295 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,914,243 | 1,005,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $64,748,984 | 944,138 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $57,601,238 | 929,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $54,615,418 | 902,585 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $53,287,592 | 857,265 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,115,237 | 946,040 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $52,814,454 | 974,077 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $48,858,358 | 942,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $53,600,982 | 990,044 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||