Gilbert & Cook, Inc.

Position in SO — Southern Co

CIK 1675762 WEST DES MOINES, IA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$782,620

-$2,666 QoQ

Shares Held

8,177

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,161

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Gilbert & Cook, Inc. holds $2,005,411 across 3 Utilities - Regulated Electric names. SO ranks #1 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,177	$782,620
2	PEG	Public Service Enterprise Group Inc	7,582	$615,355
3	AEP	American Electric Power Co Inc	4,440	$607,436

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,620	8,177	+0.5%	Shares	Sole	2026-07-28
2026-03-31	$785,286	8,136	+0.9%	Shares	Sole	2026-05-05
2025-12-31	$703,180	8,064	-3.7%	Shares	Sole	2026-01-07
2025-09-30	$793,319	8,371	-21.9%	Shares	Sole	2025-11-12
2025-06-30	$983,682	10,712	+2.1%	Shares	Sole	2025-08-05
2025-03-31	$965,015	10,495	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$861,314	10,463	+2.9%	Shares	Sole	2025-01-23
2024-09-30	$917,040	10,169	-2.0%	Shares	Sole	2024-11-07
2024-06-30	$805,021	10,378	-7.3%	Shares	Sole	2024-08-01
2024-03-31	$803,057	11,194	-0.1%	Shares	Sole	2024-05-02
2023-12-31	$785,484	11,202	+4.3%	Shares	Sole	2024-02-13
2023-09-30	$695,092	10,740	+9.4%	Shares	Sole	2023-11-02
2023-06-30	$689,433	9,814	+7.4%	Shares	Sole	2023-08-14
2023-03-31	$636,100	9,142	+1.4%	Shares	Sole	2023-05-05
2022-12-31	$643,975	9,018	+1.7%	Shares	Sole	2023-02-09
2022-09-30	$602,684	8,863	-11.7%	Shares	Sole	2022-11-03
2022-06-30	$716,166	10,043	+4.1%	Shares	Sole	2022-08-05
2022-03-31	$699,794	9,651	+3.1%	Shares	Sole	2022-05-02
2021-12-31	$641,840	9,359	+3.4%	Shares	Sole	2022-01-19
2021-09-30	$560,890	9,051	+4.0%	Shares	Sole	2022-01-20
2021-06-30	$526,739	8,705	+2.1%	Shares	Sole	2021-07-13
2021-03-31	$529,789	8,523	+9.7%	Shares	Sole	2021-04-14
2020-12-31	$477,249	7,769	+16.0%	Shares	Sole	2021-02-11
2020-09-30	$363,274	6,700	+7.4%	Shares	Sole	2020-11-13
2020-06-30	$323,440	6,238	+8.4%	Shares	Sole	2020-08-05
2020-03-31	$311,521	5,754	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.