Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,442,923
-$9,413 QoQ
Shares Held
15,076
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#868
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $96,827,973 across 12 Utilities - Regulated Electric names. SO ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
389,264 | $26,582,838 | |
| 2 | DUK |
Duke Energy CORP
|
187,981 | $23,794,634 | |
| 3 | AEP |
American Electric Power Co Inc
|
133,747 | $18,297,927 | |
| 4 | NEE |
Nextera Energy Inc
|
192,464 | $16,892,565 | |
| 5 | NGG |
National Grid PLC
|
84,638 | $7,013,951 | |
| 6 | SO |
Southern Co
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|
15,076 | $1,442,923 | |
| 7 | ED |
Consolidated Edison Inc
|
8,033 | $888,690 | |
| 8 | MGEE |
Mge Energy Inc
|
7,846 | $639,762 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,923 | 15,076 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,452,336 | 15,047 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,334,944 | 15,309 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,488,741 | 15,709 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,442,557 | 15,709 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,544,760 | 16,800 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,213,479 | 14,741 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,360,906 | 15,091 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $970,140 | 13,523 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $983,292 | 14,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $881,745 | 13,624 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $959,263 | 13,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $555,317 | 7,981 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $569,923 | 7,981 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $542,708 | 7,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $844,025 | 11,836 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,204,971 | 16,618 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,144,394 | 16,687 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,034,031 | 16,686 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,037,141 | 17,140 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,070,643 | 17,224 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,024,222 | 16,673 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $655,357 | 12,087 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $626,710 | 12,087 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $642,750 | 11,872 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||