Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$230,756
+$1,908 QoQ
Shares Held
2,411
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,942
of 2,356 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. SO ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
This page
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,756 | 2,411 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $228,848 | 2,371 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $236,835 | 2,716 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $248,581 | 2,623 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $241,696 | 2,632 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $242,196 | 2,634 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $206,046 | 2,503 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $244,387 | 2,710 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $187,564 | 2,418 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $84,366 | 1,176 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $210,500 | 3,002 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $150,409 | 2,324 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $48,542 | 691 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $22,265 | 320 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $25,707 | 360 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $23,120 | 340 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $24,245 | 340 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,203 | 320 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $21,945 | 320 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,830 | 320 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $19,363 | 320 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,891 | 320 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $19,657 | 320 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $17,350 | 320 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $16,592 | 320 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,324 | 320 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||