Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$261,375
+$12,682 QoQ
Shares Held
2,708
-5.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. SO ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
This page
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,375 | 2,708 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $248,693 | 2,852 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $297,293 | 3,137 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $270,162 | 2,942 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $241,460 | 2,626 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $206,869 | 2,513 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $219,046 | 2,429 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $187,796 | 2,421 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $184,299 | 2,569 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $212,322 | 3,028 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $178,755 | 2,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $179,137 | 2,550 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $177,080 | 2,545 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $151,174 | 2,117 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,720 | 1,540 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $103,113 | 1,446 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $125,224 | 1,727 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $88,742 | 1,294 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $74,240 | 1,198 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $70,736 | 1,169 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $101,133 | 1,627 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $130,231 | 2,120 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $111,259 | 2,052 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $126,254 | 2,435 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $124,684 | 2,303 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||