Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,840,105
-$636,623 QoQ
Shares Held
71,467
-7.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.15%
of 13F equity value
Holder Rank
#413
of 2,359 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, 2026First PREMIER Bank holds $36,720,777 across 14 Utilities - Regulated Electric names. SO ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
58,451 | $7,398,727 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
101,716 | $7,284,899 | |
| 3 | SO |
Southern Co
This page
|
71,467 | $6,840,105 | |
| 4 | XEL |
Xcel Energy Inc
|
72,703 | $5,838,050 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
52,042 | $4,223,728 | |
| 6 | EVRG |
Evergy, Inc.
|
33,674 | $2,910,443 | |
| 7 | ES |
Eversource Energy
|
21,519 | $1,555,177 | |
| 8 | ETR |
Entergy Corp /De/
|
1,940 | $222,828 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,840,105 | 71,467 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $7,476,728 | 77,463 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $6,929,783 | 79,470 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,760,999 | 81,893 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $7,629,511 | 83,083 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,757,913 | 84,371 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $7,053,753 | 85,687 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,800,298 | 86,497 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,800,095 | 87,664 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $6,403,152 | 89,255 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $6,449,005 | 91,971 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $5,986,340 | 92,496 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $6,581,371 | 93,685 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $6,621,231 | 95,160 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $6,832,507 | 95,680 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $6,474,008 | 95,206 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $6,774,948 | 95,007 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $7,031,221 | 96,969 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,720,016 | 97,988 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,105,779 | 98,528 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $6,080,709 | 100,491 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,254,911 | 100,626 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,227,894 | 101,382 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $5,688,544 | 104,916 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $5,468,463 | 105,467 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $5,769,860 | 106,573 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||