Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,504,325
+$740,765 QoQ
Shares Held
36,614
+27.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#561
of 2,360 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. SO ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
This page
|
36,614 | $3,504,325 |
All Filings in SO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,504,325 | 36,614 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,763,560 | 28,632 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,420,379 | 302,986 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,410,348 | 690,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $68,893,529 | 750,229 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $79,929,560 | 869,272 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $73,785,309 | 896,323 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,375,533 | 48,520 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $267,151 | 3,444 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $247,503 | 3,450 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $439,792 | 6,272 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $408,900 | 6,318 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $447,492 | 6,370 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $430,769 | 6,191 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||