Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,540,430
+$293,156 QoQ
Shares Held
26,543
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#671
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 2%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hilltop Holdings Inc. holds $10,113,319 across 12 Utilities - Regulated Electric names. SO ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
26,543 | $2,540,430 | |
| 2 | NEE |
Nextera Energy Inc
|
28,606 | $2,510,748 | |
| 3 | DUK |
Duke Energy CORP
|
9,367 | $1,185,674 | |
| 4 | ES |
Eversource Energy
|
7,791 | $563,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,719 | $508,796 | |
| 6 | OGE |
Oge Energy Corp.
|
10,074 | $490,200 | |
| 7 | NGG |
National Grid PLC
|
5,703 | $472,607 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,668 | $428,312 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,540,430 | 26,543 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,247,274 | 23,283 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,627,510 | 30,132 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,319,590 | 24,476 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,978,751 | 21,548 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,642,594 | 17,864 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,217,923 | 14,795 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,853,649 | 20,555 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,520,526 | 19,602 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,337,161 | 18,639 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,394,826 | 19,892 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,342,874 | 20,749 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,419,190 | 20,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,787,510 | 25,690 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,704,056 | 23,863 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,640,840 | 24,130 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,839,511 | 25,796 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,761,774 | 24,297 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,745,086 | 25,446 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,173,401 | 18,935 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $965,254 | 15,952 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $916,051 | 14,737 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $961,563 | 15,653 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $907,425 | 16,736 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $755,298 | 14,567 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $743,017 | 13,724 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||