Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$7,826,684
-$60,832 QoQ
Shares Held
81,775
+0.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#370
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, 2026Simmons Bank holds $34,432,799 across 9 Utilities - Regulated Electric names. SO ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
121,543 | $10,667,828 | |
| 2 | SO |
Southern Co
This page
|
81,775 | $7,826,684 | |
| 3 | DUK |
Duke Energy CORP
|
34,896 | $4,417,135 | |
| 4 | ETR |
Entergy Corp /De/
|
37,441 | $4,300,473 | |
| 5 | AEP |
American Electric Power Co Inc
|
26,789 | $3,665,003 | |
| 6 | D |
Dominion Energy, Inc
|
34,443 | $2,352,112 | |
| 7 | EXC |
Exelon Corp
|
16,071 | $749,229 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,733 | $252,481 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,826,684 | 81,775 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,887,516 | 81,719 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,613,160 | 75,839 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,924,085 | 73,062 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,486,135 | 70,632 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,355,215 | 69,116 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,750,051 | 69,850 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,113,932 | 67,797 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,973,244 | 64,113 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,151,161 | 57,864 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,892,990 | 55,519 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,562,835 | 55,050 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $4,009,588 | 57,076 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,882,701 | 55,802 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $3,932,619 | 55,071 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,738,776 | 54,982 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,801,534 | 53,310 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $3,014,095 | 41,568 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,625,173 | 38,279 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,460,084 | 39,698 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $2,396,377 | 39,603 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $2,410,813 | 38,784 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,377,463 | 38,702 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,066,812 | 38,119 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,876,606 | 36,193 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,887,644 | 34,866 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||