Position in SO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,120,181
+$1,867,148 QoQ
Shares Held
187,735
+0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026REGIONS FINANCIAL CORP holds $399,820,349 across 22 Utilities - Regulated Electric names. SO ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,522,904 | $141,447,323 | |
| 2 | XEL |
Xcel Energy Inc
|
1,032,974 | $82,059,453 | |
| 3 | EXC |
Exelon Corp
|
1,168,122 | $57,261,340 | |
| 4 | LNT |
Alliant Energy Corp
|
581,906 | $41,757,574 | |
| 5 | AEP |
American Electric Power Co Inc
|
287,278 | $37,656,399 | |
| 6 | SO |
Southern Co
This page
|
187,735 | $18,120,181 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
39,601 | $4,584,607 | |
| 8 | DUK |
Duke Energy CORP
|
34,080 | $4,462,435 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||