Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,396,026
+$67,525 QoQ
Shares Held
14,586
+6.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#875
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026Mesirow Financial Investment Management, Inc. holds $19,863,199 across 13 Utilities - Regulated Electric names. SO ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
41,317 | $5,652,578 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
21,861 | $2,552,708 | |
| 3 | EXC |
Exelon Corp
|
49,683 | $2,316,221 | |
| 4 | NEE |
Nextera Energy Inc
|
20,918 | $1,835,972 | |
| 5 | DUK |
Duke Energy CORP
|
11,103 | $1,405,417 | |
| 6 | SO |
Southern Co
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|
14,586 | $1,396,026 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
10,646 | $1,139,122 | |
| 8 | ED |
Consolidated Edison Inc
|
9,098 | $1,006,511 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396,026 | 14,586 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,328,501 | 13,764 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $938,184 | 10,759 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,278,921 | 13,495 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,274,233 | 13,876 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,245,646 | 13,547 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,124,573 | 13,661 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,236,367 | 13,710 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $973,736 | 12,553 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $890,293 | 12,410 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $820,404 | 11,700 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||