Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$3,324,869
-$420,106 QoQ
Shares Held
34,739
-10.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#581
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Glenview Trust Co holds $59,434,795 across 15 Utilities - Regulated Electric names. SO ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
311,567 | $27,346,234 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
228,027 | $18,506,671 | |
| 3 | DUK |
Duke Energy CORP
|
31,926 | $4,041,193 | |
| 4 | SO |
Southern Co
This page
|
34,739 | $3,324,869 | |
| 5 | AEP |
American Electric Power Co Inc
|
8,606 | $1,177,386 | |
| 6 | ED |
Consolidated Edison Inc
|
8,604 | $951,860 | |
| 7 | D |
Dominion Energy, Inc
|
12,357 | $843,858 | |
| 8 | FE |
Firstenergy Corp
|
15,784 | $750,371 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,324,869 | 34,739 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $3,744,975 | 38,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,104,435 | 70,005 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,276,328 | 140,090 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,586,437 | 115,283 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,305,506 | 14,198 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,515,346 | 18,408 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,809,010 | 20,060 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,411,929 | 18,202 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,300,215 | 18,124 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,400,927 | 19,979 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,350,641 | 20,869 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $915,075 | 13,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $837,464 | 12,036 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $817,500 | 11,448 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $622,132 | 9,149 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $591,088 | 8,289 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $542,519 | 7,482 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $513,458 | 7,487 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $451,823 | 7,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $336,133 | 5,555 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $279,409 | 4,495 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $275,820 | 4,490 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $248,869 | 4,590 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $272,627 | 5,258 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $303,617 | 5,608 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||