Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,657,168
+$87,659 QoQ
Shares Held
132,245
+1.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#281
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 5%
None 18%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $281,645,503 across 26 Utilities - Regulated Electric names. SO ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,665,220 | $146,156,358 | |
| 2 | DUK |
Duke Energy CORP
|
429,881 | $54,414,336 | |
| 3 | CMS |
Cms Energy Corp
|
188,456 | $14,416,884 | |
| 4 | SO |
Southern Co
This page
|
132,245 | $12,657,168 | |
| 5 | AEE |
Ameren Corp
|
107,685 | $12,172,712 | |
| 6 | D |
Dominion Energy, Inc
|
147,961 | $10,104,256 | |
| 7 | AEP |
American Electric Power Co Inc
|
54,306 | $7,429,603 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
29,028 | $3,389,599 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,657,168 | 132,245 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $12,569,509 | 130,227 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $10,861,369 | 124,557 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $11,859,896 | 125,144 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $11,664,429 | 127,022 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $11,733,371 | 127,606 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $10,371,990 | 125,996 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $11,381,887 | 126,213 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $9,955,488 | 128,342 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $9,322,684 | 129,951 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,151,360 | 130,510 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,644,262 | 133,564 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $9,418,487 | 134,071 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $8,749,337 | 125,745 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $9,077,567 | 127,119 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $8,684,756 | 127,717 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $9,288,341 | 130,253 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $9,665,583 | 133,300 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $9,271,604 | 135,194 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $8,329,263 | 134,408 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $8,203,703 | 135,576 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,534,505 | 137,299 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $8,748,983 | 142,422 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $7,838,097 | 144,561 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $7,794,817 | 150,334 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $8,253,805 | 152,453 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||