Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$792,957
-$154,483 QoQ
Shares Held
8,285
-15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,150
of 2,360 holders
Holding Since
Mar 2020
22 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, 2026WEST BANCORPORATION INC holds $1,058,505 across 2 Utilities - Regulated Electric names. SO ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
8,285 | $792,957 | |
| 2 | AEP |
American Electric Power Co Inc
|
1,941 | $265,548 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $792,957 | 8,285 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $947,440 | 9,816 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $722,452 | 8,285 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $785,169 | 8,285 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $1,269,090 | 13,820 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $1,270,749 | 13,820 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $1,137,662 | 13,820 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $1,246,287 | 13,820 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $1,072,017 | 13,820 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $991,446 | 13,820 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $969,058 | 13,820 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $894,430 | 13,820 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $1,111,355 | 15,820 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $1,100,755 | 15,820 | Shares | Defined | 2023-04-14 | |
| 2022-12-31 | $1,161,769 | 16,269 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $1,106,292 | 16,269 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $1,160,142 | 16,269 | Shares | Defined | 2022-07-15 | |
| 2022-03-31 | $1,179,665 | 16,269 | Shares | Defined | 2022-04-29 | |
| 2021-12-31 | $896,272 | 13,069 | Shares | Defined | 2022-02-08 | |
| 2020-09-30 | $708,601 | 13,069 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $677,627 | 13,069 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $707,555 | 13,069 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||