Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$345,895
-$53,652 QoQ
Shares Held
3,614
-43.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,620
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, 2026THOMPSON INVESTMENT MANAGEMENT, INC. holds $16,411,911 across 10 Utilities - Regulated Electric names. SO ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
67,866 | $7,924,712 | |
| 2 | LNT |
Alliant Energy Corp
|
83,577 | $6,376,089 | |
| 3 | XEL |
Xcel Energy Inc
|
12,704 | $1,020,131 | |
| 4 | MGEE |
Mge Energy Inc
|
6,836 | $557,407 | |
| 5 | SO |
Southern Co
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|
3,614 | $345,895 | |
| 6 | NEE |
Nextera Energy Inc
|
1,816 | $159,390 | |
| 7 | DUK |
Duke Energy CORP
|
80 | $10,126 | |
| 8 | AEP |
American Electric Power Co Inc
|
68 | $9,303 |
All Filings in SO
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,895 | 3,614 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 SOJD | $35,705 | 1,850 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 SOJE | $16,950 | 1,000 | Shares | Sole | 2026-04-08 | |
| 2026-03-31 | $346,892 | 3,594 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 SOJD | $37,444 | 1,850 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 SOJE | $17,740 | 1,000 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $323,512 | 3,710 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 SOJD | $38,813 | 1,850 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 SOJE | $18,540 | 1,000 | Shares | Sole | 2025-10-17 | |
| 2025-09-30 | $355,008 | 3,746 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 SOJD | $36,630 | 1,850 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 SOJE | $17,570 | 1,000 | Shares | Sole | 2025-07-24 | |
| 2025-06-30 | $379,074 | 4,128 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 SOJD | $37,777 | 1,850 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 SOJE | $18,370 | 1,000 | Shares | Sole | 2025-04-15 | |
| 2025-03-31 | $379,569 | 4,128 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 SOJD | $38,295 | 1,850 | Shares | Sole | 2025-01-28 | |
| 2024-12-31 SOJE | $18,910 | 1,000 | Shares | Sole | 2025-01-28 | |
| 2024-12-31 | $339,981 | 4,130 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 SOJD | $43,919 | 1,850 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 SOJE | $22,090 | 1,000 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $400,759 | 4,444 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 SOJD | $40,829 | 1,850 | Shares | Sole | 2024-07-08 | |
| 2024-06-30 SOJE | $20,200 | 1,000 | Shares | Sole | 2024-07-08 | |
| 2024-06-30 | $343,169 | 4,424 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 SOJD | $42,531 | 1,850 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 SOJE | $20,140 | 1,000 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $317,377 | 4,424 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $305,582 | 4,358 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $269,558 | 4,165 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $292,591 | 4,165 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $289,800 | 4,165 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $296,280 | 4,149 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $282,132 | 4,149 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $290,089 | 4,068 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $305,122 | 4,208 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $290,093 | 4,230 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $261,265 | 4,216 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $255,110 | 4,216 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $276,052 | 4,441 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $272,810 | 4,441 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $245,399 | 4,526 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $234,673 | 4,526 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $237,187 | 4,381 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||