Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$626,802
-$38,893 QoQ
Shares Held
6,549
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,272
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dorsey & Whitney Trust CO LLC holds $31,353,970 across 16 Utilities - Regulated Electric names. SO ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
150,025 | $11,445,404 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
71,275 | $8,322,777 | |
| 3 | NEE |
Nextera Energy Inc
|
36,660 | $3,217,638 | |
| 4 | IDA |
Idacorp Inc
|
11,901 | $1,800,620 | |
| 5 | XEL |
Xcel Energy Inc
|
17,596 | $1,412,957 | |
| 6 | D |
Dominion Energy, Inc
|
12,672 | $865,368 | |
| 7 | DUK |
Duke Energy CORP
|
6,475 | $819,601 | |
| 8 | SO |
Southern Co
This page
|
6,549 | $626,802 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,802 | 6,549 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $665,695 | 6,897 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $617,548 | 7,082 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $713,423 | 7,528 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $702,953 | 7,655 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $733,204 | 7,974 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $689,838 | 8,380 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $891,605 | 9,887 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $346,112 | 4,462 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $293,988 | 4,098 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $264,841 | 3,777 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $275,769 | 4,261 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $396,208 | 5,640 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $521,149 | 7,490 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $437,740 | 6,130 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $401,404 | 5,903 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $388,993 | 5,455 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $397,860 | 5,487 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $381,781 | 5,567 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $315,424 | 5,090 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $311,685 | 5,151 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $320,184 | 5,151 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $322,444 | 5,249 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $291,592 | 5,378 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $340,910 | 6,575 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $312,548 | 5,773 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||