Texas Capital Bank Wealth Management Services Inc

Bank

Position in SO — Southern Co

CIK 1802655 Dallas, TX

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$451,176

-$4,494 QoQ

Shares Held

4,714

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,472

of 2,360 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 1% Shared 33% None 65%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Texas Capital Bank Wealth Management Services Inc holds $12,177,200 across 6 Utilities - Regulated Electric names. SO ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	102,946	$9,035,569
2	DUK	Duke Energy CORP	8,913	$1,128,207
3	D	Dominion Energy, Inc	9,687	$661,524
4	AEP	American Electric Power Co Inc	4,149	$567,623
5	SO	Southern Co This page	4,714	$451,176
6	EVRG	Evergy, Inc.	3,854	$333,101

All Filings in SO

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,176	4,714	-0.1%	Shares	Other	2026-08-07
2026-03-31	$455,670	4,721	-11.8%	Shares	Other	2026-05-11
2025-12-31	$466,955	5,355	+91.0%	Shares	Other	2026-02-09
2025-09-30	$265,640	2,803	+9.3%	Shares	Sole	2025-11-13
2025-06-30	$235,543	2,565	-0.3%	Shares	Sole	2025-08-13
2025-03-31	$236,679	2,574	-0.7%	Shares	Sole	2025-05-14
2024-12-31	$213,455	2,593	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$232,213	2,575	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.