Position in SO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,493,497
-$47,232,477 QoQ
Shares Held
25,834
-95.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.24386467446001395.ToString("F0")%
Shared 0.ToString("F0")%
None 99.75613532553999.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DONALDSON CAPITAL MANAGEMENT, LLC holds $105,302,524 across 7 Utilities - Regulated Electric names. SO ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
442,053 | $51,176,475 | |
| 2 | XEL |
Xcel Energy Inc
|
483,726 | $38,427,193 | |
| 3 | NEE |
Nextera Energy Inc
|
90,908 | $8,443,535 | |
| 4 | DUK |
Duke Energy CORP
|
19,315 | $2,529,106 | |
| 5 | SO |
Southern Co
This page
|
25,834 | $2,493,497 | |
| 6 | D |
Dominion Energy, Inc
|
24,921 | $1,540,616 | |
| 7 | AEP |
American Electric Power Co Inc
|
5,280 | $692,102 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,493,497 | 25,834 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,725,974 | 570,252 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $53,358,068 | 563,027 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,791,603 | 19,510 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,832,195 | 19,926 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,685,584 | 20,476 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,917,948 | 21,268 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,791,401 | 23,094 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,852,039 | 25,816 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,034,181 | 29,010 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,017,581 | 31,174 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,526,882 | 591,130 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $38,634,225 | 555,249 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $34,317,932 | 480,576 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $35,448,876 | 521,307 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $15,454,303 | 216,720 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,512,703 | 20,862 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,532,351 | 22,344 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,352,123 | 21,819 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,673,646 | 27,659 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,963,137 | 31,582 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $33,270,303 | 541,597 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $22,156,298 | 408,637 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $21,260,211 | 410,033 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $20,515,974 | 378,943 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||