Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$12,754,123
-$772,865 QoQ
Shares Held
133,258
-4.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#279
of 2,359 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $169,144,925 across 30 Utilities - Regulated Electric names. SO ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
297,562 | $26,117,016 | |
| 2 | SO |
Southern Co
This page
|
133,258 | $12,754,123 | |
| 3 | ED |
Consolidated Edison Inc
|
112,780 | $12,476,851 | |
| 4 | DUK |
Duke Energy CORP
|
95,634 | $12,105,351 | |
| 5 | ES |
Eversource Energy
|
128,265 | $9,269,711 | |
| 6 | AEP |
American Electric Power Co Inc
|
67,083 | $9,177,625 | |
| 7 | D |
Dominion Energy, Inc
|
109,957 | $7,508,963 | |
| 8 | EXC |
Exelon Corp
|
139,450 | $6,501,159 |
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,754,123 | 133,258 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $13,526,988 | 140,147 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $12,490,876 | 143,244 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,144,801 | 149,254 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,618,234 | 159,188 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,662,071 | 159,457 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $13,263,810 | 161,125 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,788,798 | 163,992 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $12,911,448 | 166,449 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,087,616 | 168,492 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $12,040,585 | 171,714 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,603,972 | 179,295 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,979,038 | 184,755 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $12,760,832 | 183,398 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $13,918,880 | 194,915 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $12,741,772 | 187,379 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,463,042 | 188,796 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,261,701 | 196,686 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $13,372,894 | 194,997 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||