Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,243,751
-$15,352 QoQ
Shares Held
12,995
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#925
of 2,359 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, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $9,363,823 across 11 Utilities - Regulated Electric names. SO ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,547 | $2,505,570 | |
| 2 | ETR |
Entergy Corp /De/
|
14,108 | $1,620,444 | |
| 3 | DUK |
Duke Energy CORP
|
10,521 | $1,331,747 | |
| 4 | SO |
Southern Co
This page
|
12,995 | $1,243,751 | |
| 5 | D |
Dominion Energy, Inc
|
11,151 | $761,501 | |
| 6 | ED |
Consolidated Edison Inc
|
5,001 | $553,260 | |
| 7 | ES |
Eversource Energy
|
4,123 | $297,968 | |
| 8 | EXC |
Exelon Corp
|
6,341 | $295,617 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,243,751 | 12,995 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,259,103 | 13,045 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,117,380 | 12,814 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,200,830 | 12,671 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,187,821 | 12,935 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,196,913 | 13,017 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,009,737 | 12,266 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,320,325 | 14,641 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $954,111 | 12,300 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $951,918 | 13,269 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $920,815 | 13,132 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $836,700 | 12,928 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $911,493 | 12,975 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $904,192 | 12,995 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $930,972 | 13,037 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $614,244 | 9,033 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $662,042 | 9,284 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $654,257 | 9,023 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $624,900 | 9,112 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $561,448 | 9,060 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $545,981 | 9,023 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $567,085 | 9,123 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $644,892 | 10,498 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $569,201 | 10,498 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $544,321 | 10,498 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $562,947 | 10,398 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||