Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,938,539
-$108,298 QoQ
Shares Held
51,599
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#478
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $8,686,514 across 18 Utilities - Regulated Electric names. SO ranks #1 (56.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
51,599 | $4,938,539 | |
| 2 | NEE |
Nextera Energy Inc
|
22,648 | $1,987,814 | |
| 3 | DUK |
Duke Energy CORP
|
4,162 | $526,825 | |
| 4 | ETR |
Entergy Corp /De/
|
1,410 | $161,952 | |
| 5 | LNT |
Alliant Energy Corp
|
1,828 | $139,457 | |
| 6 | ED |
Consolidated Edison Inc
|
1,220 | $134,968 | |
| 7 | AEP |
American Electric Power Co Inc
|
965 | $132,021 | |
| 8 | CMS |
Cms Energy Corp
|
1,495 | $114,367 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,938,539 | 51,599 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,046,837 | 52,288 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,413,540 | 50,614 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,682,584 | 49,410 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,060,510 | 33,328 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,196,733 | 34,766 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,604,028 | 31,633 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,384,100 | 48,615 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,001,292 | 51,583 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,615,551 | 50,398 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $3,492,326 | 49,805 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,450,740 | 53,318 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,929,081 | 55,930 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,738,046 | 53,723 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $3,646,407 | 51,063 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,037,084 | 44,663 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,882,064 | 40,416 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,775,029 | 38,271 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $2,154,166 | 31,411 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,043,646 | 32,978 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,211,942 | 36,555 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,038,847 | 32,800 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,910,103 | 31,094 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,713,459 | 31,602 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,638,562 | 31,602 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,596,317 | 29,485 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||