Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,143,116
-$206,128 QoQ
Shares Held
32,840
-5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#600
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WATERS PARKERSON & CO., LLC holds $23,159,993 across 6 Utilities - Regulated Electric names. SO ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
128,150 | $17,532,201 | |
| 2 | SO |
Southern Co
This page
|
32,840 | $3,143,116 | |
| 3 | D |
Dominion Energy, Inc
|
18,213 | $1,243,765 | |
| 4 | DUK |
Duke Energy CORP
|
6,022 | $762,264 | |
| 5 | ED |
Consolidated Edison Inc
|
2,505 | $277,128 | |
| 6 | NEE |
Nextera Energy Inc
|
2,296 | $201,519 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,143,116 | 32,840 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,349,244 | 34,700 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,025,840 | 34,700 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,378,550 | 35,650 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,282,922 | 35,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,036,972 | 43,904 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,614,177 | 43,904 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,959,262 | 43,904 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,448,296 | 44,454 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,070,328 | 42,798 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,202,099 | 45,666 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,568,036 | 24,228 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,751,192 | 24,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,752,093 | 25,181 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,799,603 | 25,201 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,807,032 | 26,574 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,919,950 | 26,924 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,952,259 | 26,924 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,877,308 | 27,374 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,757,964 | 28,368 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,736,213 | 28,693 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,780,448 | 28,643 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,762,795 | 28,696 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,584,687 | 29,227 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,560,633 | 30,099 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,645,856 | 30,400 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||