Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,961,991
-$158,190 QoQ
Shares Held
187,671
-0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
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, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. SO ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
This page
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
|
56,694 | $3,871,632 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,961,991 | 187,671 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $18,120,181 | 187,735 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $16,253,033 | 186,388 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $18,635,193 | 196,636 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $21,310,804 | 232,068 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $19,874,164 | 216,141 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $18,206,714 | 221,170 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $19,656,172 | 217,966 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,936,090 | 218,333 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $18,761,803 | 261,525 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $19,767,458 | 281,909 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $16,305,685 | 251,942 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $18,034,579 | 256,720 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $19,137,213 | 275,039 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,039,190 | 266,618 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $18,240,932 | 268,249 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $19,312,886 | 270,830 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $18,900,963 | 260,667 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $18,765,133 | 273,624 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $18,856,850 | 304,290 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $19,095,624 | 315,578 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $21,582,324 | 347,206 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $23,814,260 | 387,665 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $21,377,481 | 394,273 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $20,594,819 | 397,200 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $22,295,717 | 411,816 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||