Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,151,847
+$874,117 QoQ
Shares Held
22,483
+69.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#733
of 2,356 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 4%
Shared 96%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $28,918,606 across 26 Utilities - Regulated Electric names. SO ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
402,064 | $6,762,715 | |
| 2 | NEE |
Nextera Energy Inc
|
28,972 | $2,542,871 | |
| 3 | DUK |
Duke Energy CORP
|
18,500 | $2,341,729 | |
| 4 | SO |
Southern Co
This page
|
22,483 | $2,151,847 | |
| 5 | ED |
Consolidated Edison Inc
|
12,941 | $1,431,662 | |
| 6 | EIX |
Edison International
|
18,761 | $1,396,756 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,886 | $1,352,503 | |
| 8 | EXC |
Exelon Corp
|
27,140 | $1,265,266 |
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,151,847 | 22,483 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,277,730 | 13,238 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,131,855 | 12,980 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $796,162 | 8,401 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $686,612 | 7,477 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $632,707 | 6,881 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $535,903 | 6,510 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $584,997 | 6,487 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $512,427 | 6,606 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $421,471 | 5,875 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $388,394 | 5,539 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $518,471 | 8,011 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $657,117 | 9,354 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,062 | 8,351 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $319,202 | 4,470 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $289,952 | 4,264 | Shares | Other | 2022-11-14 | |
| 2022-03-31 | $227,536 | 3,138 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $593,598 | 9,663 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $517,801 | 9,550 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $493,249 | 9,513 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $553,202 | 10,218 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||