Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,297
New position
Shares Held
630
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,170
of 2,360 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Uniplan Investment Counsel, Inc. holds $1,459,042 across 2 Utilities - Regulated Electric names. SO ranks #2 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
17,419 | $1,398,745 | |
| 2 | SO |
Southern Co
This page
|
630 | $60,297 |
All Filings in SO
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,297 | 630 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||