Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,616,159
-$13,195 QoQ
Shares Held
16,886
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#835
of 2,360 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, 2026DEARBORN PARTNERS LLC holds $68,208,575 across 8 Utilities - Regulated Electric names. SO ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
284,723 | $33,247,104 | |
| 2 | NEE |
Nextera Energy Inc
|
226,461 | $19,876,481 | |
| 3 | LNT |
Alliant Energy Corp
|
137,070 | $10,457,070 | |
| 4 | SO |
Southern Co
This page
|
16,886 | $1,616,159 | |
| 5 | DUK |
Duke Energy CORP
|
9,081 | $1,149,472 | |
| 6 | XEL |
Xcel Energy Inc
|
10,974 | $881,212 | |
| 7 | AEE |
Ameren Corp
|
5,450 | $616,068 | |
| 8 | AEP |
American Electric Power Co Inc
|
2,668 | $365,009 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616,159 | 16,886 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,629,354 | 16,881 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,479,086 | 16,962 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,683,778 | 17,767 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,631,084 | 17,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,497,318 | 38,035 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,143,306 | 38,184 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,462,190 | 38,392 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,978,765 | 38,401 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,810,773 | 39,180 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,792,809 | 39,829 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,577,150 | 39,820 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,858,613 | 40,692 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,986,582 | 42,923 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,061,560 | 42,873 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,928,556 | 43,067 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $3,048,288 | 42,747 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,090,738 | 42,625 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,559,337 | 37,319 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,312,286 | 37,313 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,232,032 | 36,887 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,269,523 | 36,511 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $2,341,588 | 38,118 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,096,741 | 38,671 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,945,049 | 37,513 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $2,045,734 | 37,786 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||