Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,537,753
-$367,380 QoQ
Shares Held
298,169
-0.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#178
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baird Financial Group, Inc. holds $425,841,642 across 26 Utilities - Regulated Electric names. SO ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
753,875 | $95,425,495 | |
| 2 | AEP |
American Electric Power Co Inc
|
625,314 | $85,549,207 | |
| 3 | NEE |
Nextera Energy Inc
|
888,425 | $77,977,061 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
561,785 | $65,599,634 | |
| 5 | SO |
Southern Co
This page
|
298,169 | $28,537,753 | |
| 6 | ETR |
Entergy Corp /De/
|
177,320 | $20,366,974 | |
| 7 | D |
Dominion Energy, Inc
|
147,840 | $10,095,992 | |
| 8 | DTE |
Dte Energy Co
|
33,781 | $5,147,209 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,537,753 | 298,169 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $28,905,133 | 299,473 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $26,299,606 | 301,601 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $29,613,823 | 312,481 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,802,019 | 313,645 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $25,713,816 | 279,650 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,245,108 | 282,375 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,215,325 | 290,700 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $23,793,587 | 306,737 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $22,932,622 | 319,663 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $23,939,738 | 341,411 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,957,706 | 308,370 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,968,368 | 312,717 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $22,597,704 | 324,773 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,437,760 | 328,214 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,196,688 | 311,716 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $21,368,040 | 299,650 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $22,504,130 | 310,359 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $21,374,739 | 311,676 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $19,272,669 | 311,000 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $17,764,646 | 293,582 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $18,884,891 | 303,811 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $17,606,758 | 286,615 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,840,826 | 273,715 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,126,033 | 253,154 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $13,425,582 | 247,979 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||