Position in SO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$8,432,565
+$796,637 QoQ
Shares Held
87,366
-0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 79.00188862816917.ToString("F0")%
Shared 0.ToString("F0")%
None 20.998111371830824.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Blue Trust, Inc. holds $25,980,446 across 35 Utilities - Regulated Electric names. SO ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
87,366 | $8,432,565 | |
| 2 | DUK |
Duke Energy CORP
|
34,265 | $4,486,658 | |
| 3 | NEE |
Nextera Energy Inc
|
33,333 | $3,095,968 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
11,351 | $1,314,104 | |
| 5 | D |
Dominion Energy, Inc
|
14,930 | $922,972 | |
| 6 | LNT |
Alliant Energy Corp
|
11,878 | $852,364 | |
| 7 | NGG |
National Grid PLC
|
7,962 | $673,584 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,878 | $637,723 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,432,565 | 87,366 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $7,635,928 | 87,568 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,485,136 | 89,534 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $8,497,580 | 92,536 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $8,425,652 | 91,633 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,819,986 | 94,995 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $4,582,225 | 50,812 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,354,358 | 43,243 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,036,251 | 42,323 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $2,948,194 | 42,045 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $2,401,111 | 37,100 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,599,741 | 37,007 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $2,335,590 | 33,567 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $2,002,907 | 28,048 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $1,862,996 | 27,397 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,873,455 | 26,272 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||