Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,774,249
+$63,775 QoQ
Shares Held
28,986
+3.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#641
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. SO ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
This page
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,774,249 | 28,986 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,710,474 | 28,082 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,074,923 | 23,795 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,287,179 | 24,134 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,123,384 | 23,123 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,744,798 | 29,851 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,362,913 | 28,704 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,718,566 | 30,146 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $2,279,859 | 29,391 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,970,195 | 27,463 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,181,573 | 31,112 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,835,782 | 28,365 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,035,634 | 28,977 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,868,779 | 26,858 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,724,694 | 24,152 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,567,400 | 23,050 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,132,759 | 15,885 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $778,757 | 10,740 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $681,410 | 9,936 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $643,186 | 10,379 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $580,956 | 9,601 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $548,251 | 8,820 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $554,282 | 9,023 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $340,664 | 6,283 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $323,440 | 6,238 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $309,193 | 5,711 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||