Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$891,538
+$1,721 QoQ
Shares Held
9,315
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,078
of 2,360 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NICOLET BANKSHARES INC holds $34,145,243 across 12 Utilities - Regulated Electric names. SO ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
160,285 | $18,716,477 | |
| 2 | NEE |
Nextera Energy Inc
|
49,025 | $4,302,923 | |
| 3 | LNT |
Alliant Energy Corp
|
53,715 | $4,097,917 | |
| 4 | DUK |
Duke Energy CORP
|
12,407 | $1,570,477 | |
| 5 | EVRG |
Evergy, Inc.
|
13,068 | $1,129,466 | |
| 6 | SO |
Southern Co
This page
|
9,315 | $891,538 | |
| 7 | XEL |
Xcel Energy Inc
|
10,804 | $867,561 | |
| 8 | D |
Dominion Energy, Inc
|
11,064 | $755,559 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,538 | 9,315 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $889,817 | 9,219 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||