ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
BankPosition in SO — Southern Co
CIK 109380
SALT LAKE CITY, UT
Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,184,580
+$17,996 QoQ
Shares Held
22,825
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#729
of 2,356 holders
Holding Since
Mar 2025
6 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, 2026ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ holds $39,300,753 across 27 Utilities - Regulated Electric names. SO ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
175,908 | $8,362,666 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
60,921 | $7,113,745 | |
| 3 | NGG |
National Grid PLC
|
80,498 | $6,670,869 | |
| 4 | DUK |
Duke Energy CORP
|
42,530 | $5,383,447 | |
| 5 | PPL |
PPL Corp
|
116,440 | $4,232,594 | |
| 6 | XEL |
Xcel Energy Inc
|
35,721 | $2,868,396 | |
| 7 | SO |
Southern Co
This page
|
22,825 | $2,184,580 | |
| 8 | NEE |
Nextera Energy Inc
|
9,573 | $840,222 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,184,580 | 22,825 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,166,584 | 22,447 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,031,411 | 23,296 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,227,663 | 23,506 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,954,658 | 43,065 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,432,497 | 59,081 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||