Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$20,558
-$105,271 QoQ
Shares Held
213
-85.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Johnson Financial Group, Inc. holds $20,728,843 across 21 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
109,531 | $5,106,334 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
36,089 | $4,214,111 | |
| 3 | AEP |
American Electric Power Co Inc
|
29,849 | $4,083,641 | |
| 4 | EVRG |
Evergy, Inc.
|
29,898 | $2,584,083 | |
| 5 | ETR |
Entergy Corp /De/
|
7,342 | $843,301 | |
| 6 | ED |
Consolidated Edison Inc
|
7,456 | $824,856 | |
| 7 | LNT |
Alliant Energy Corp
|
8,998 | $686,457 | |
| 8 | DUK |
Duke Energy CORP
|
4,328 | $547,837 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,558 | 213 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $125,829 | 1,443 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,506,273 | 15,894 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,673,509 | 18,224 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,483,153 | 16,130 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $978,290 | 11,884 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $339,076 | 3,760 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $320,131 | 4,127 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $346,359 | 4,828 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $138,627 | 1,977 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $48,733 | 753 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,707 | 309 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $28,458 | 409 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $29,206 | 409 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $27,812 | 409 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,558 | 709 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $51,409 | 709 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $48,623 | 709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $25,345 | 409 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $55,003 | 909 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,935 | 1,109 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $68,125 | 1,109 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $70,973 | 1,309 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $67,871 | 1,309 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $125,009 | 2,309 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||