Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$263,776
-$2,233 QoQ
Shares Held
2,756
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,827
of 2,354 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, 2026Northwest Bancshares, Inc. holds $2,948,844 across 7 Utilities - Regulated Electric names. SO ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
6,032 | $763,530 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,310 | $589,651 | |
| 3 | PPL |
PPL Corp
|
14,893 | $541,360 | |
| 4 | D |
Dominion Energy, Inc
|
4,679 | $319,528 | |
| 5 | SO |
Southern Co
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|
2,756 | $263,776 | |
| 6 | EXC |
Exelon Corp
|
5,112 | $238,321 | |
| 7 | NEE |
Nextera Energy Inc
|
2,651 | $232,678 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,776 | 2,756 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $266,009 | 2,756 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $240,323 | 2,756 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $261,186 | 2,756 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $253,083 | 2,756 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $263,620 | 2,867 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $249,182 | 3,027 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $272,974 | 3,027 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $238,760 | 3,078 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $296,788 | 4,137 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $436,847 | 6,230 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $506,692 | 7,829 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $492,944 | 7,017 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $474,674 | 6,822 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $487,159 | 6,822 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $463,896 | 6,822 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $493,607 | 6,922 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $513,805 | 7,086 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,106,126 | 16,129 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,319,341 | 21,290 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,306,773 | 21,596 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,326,432 | 21,339 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,239,903 | 20,184 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,369,814 | 25,264 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,228,637 | 23,696 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $602,848 | 11,135 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||