Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$46,419
-$17,380 QoQ
Shares Held
485
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,193
of 2,354 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, 2026WEBSTER BANK, N. A. holds $2,371,939 across 18 Utilities - Regulated Electric names. SO ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,715 | $1,379,305 | |
| 2 | ETR |
Entergy Corp /De/
|
2,025 | $232,591 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
2,400 | $194,784 | |
| 4 | DUK |
Duke Energy CORP
|
1,132 | $143,288 | |
| 5 | DTE |
Dte Energy Co
|
905 | $137,894 | |
| 6 | D |
Dominion Energy, Inc
|
846 | $57,773 | |
| 7 | SO |
Southern Co
This page
|
485 | $46,419 | |
| 8 | ES |
Eversource Energy
|
500 | $36,135 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,419 | 485 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $63,799 | 661 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $57,639 | 661 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $73,541 | 776 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $71,260 | 776 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $71,353 | 776 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $120,351 | 1,462 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $115,880 | 1,285 | Shares | Other | 2024-10-10 | |
| 2024-06-30 | $46,231 | 596 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $42,756 | 596 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $41,791 | 596 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $38,572 | 596 | Shares | Other | 2023-10-10 | |
| 2023-06-30 | $41,869 | 596 | Shares | Other | 2023-07-13 | |
| 2023-03-31 | $41,468 | 596 | Shares | Other | 2023-04-13 | |
| 2022-12-31 | $42,559 | 596 | Shares | Other | 2023-01-18 | |
| 2022-09-30 | $40,528 | 596 | Shares | Other | 2022-10-24 | |
| 2022-06-30 | $42,500 | 596 | Shares | Other | 2022-07-12 | |
| 2022-03-31 | $43,215 | 596 | Shares | Other | 2022-04-13 | |
| 2021-12-31 | $40,872 | 596 | Shares | Other | 2022-01-12 | |
| 2021-09-30 | $36,933 | 596 | Shares | Other | 2021-10-12 | |
| 2021-06-30 | $36,063 | 596 | Shares | Other | 2021-07-20 | |
| 2021-03-31 | $37,046 | 596 | Shares | Other | 2021-05-07 | |
| 2020-12-31 | $36,611 | 596 | Shares | Other | 2021-01-07 | |
| 2020-09-30 | $523,765 | 9,660 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $30,902 | 596 | Shares | Other | 2020-07-09 | |
| 2020-03-31 | $32,267 | 596 | Shares | Other | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||