Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,957,351
+$453,158 QoQ
Shares Held
72,692
+7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#409
of 2,360 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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $12,374,382 across 8 Utilities - Regulated Electric names. SO ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
72,692 | $6,957,351 | |
| 2 | DUK |
Duke Energy CORP
|
17,668 | $2,236,415 | |
| 3 | NEE |
Nextera Energy Inc
|
17,005 | $1,492,528 | |
| 4 | EIX |
Edison International
|
6,858 | $510,578 | |
| 5 | IDA |
Idacorp Inc
|
2,441 | $369,323 | |
| 6 | ETR |
Entergy Corp /De/
|
2,563 | $294,386 | |
| 7 | AEP |
American Electric Power Co Inc
|
2,110 | $288,669 | |
| 8 | ED |
Consolidated Edison Inc
|
2,035 | $225,132 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,957,351 | 72,692 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,504,193 | 67,387 | Shares | Other | 2026-04-24 | |
| 2025-12-31 | $5,874,576 | 67,369 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,420,193 | 67,745 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $6,261,520 | 68,186 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $6,227,865 | 67,731 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,571,582 | 67,682 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,903,092 | 65,459 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,086,885 | 65,578 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,635,623 | 64,617 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,746,352 | 67,689 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,449,435 | 68,749 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $4,454,903 | 63,415 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,963,068 | 56,957 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,047,803 | 56,684 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,523,284 | 51,813 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,680,665 | 51,615 | Shares | Sole | 2022-11-18 | |
| 2022-03-31 | $3,525,146 | 48,616 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $3,316,596 | 48,361 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,599,951 | 41,955 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,499,970 | 41,315 | Shares | Sole | 2021-11-08 | |
| 2021-03-31 | $2,570,626 | 41,355 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,526,984 | 41,136 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,223,995 | 41,018 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $2,121,442 | 40,915 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,191,587 | 40,480 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||