Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$236,116
-$53,250 QoQ
Shares Held
2,467
-17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,921
of 2,354 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TIAA TRUST, NATIONAL ASSOCIATION holds $1,845,037 across 11 Utilities - Regulated Electric names. SO ranks #4 (12.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,274 | $375,128 | |
| 2 | DUK |
Duke Energy CORP
|
2,786 | $352,651 | |
| 3 | ETR |
Entergy Corp /De/
|
3,041 | $349,289 | |
| 4 | SO |
Southern Co
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|
2,467 | $236,116 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,366 | $186,882 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,676 | $136,024 | |
| 7 | OGE |
Oge Energy Corp.
|
2,200 | $107,052 | |
| 8 | D |
Dominion Energy, Inc
|
700 | $47,803 |
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,116 | 2,467 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $289,366 | 2,998 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,303,164 | 72,284 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,554,841 | 206,340 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $17,536,498 | 190,967 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $20,813,618 | 226,358 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $17,798,242 | 216,208 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $19,031,316 | 211,037 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $17,318,355 | 223,261 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,871,105 | 40,021 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,793,721 | 39,842 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,625,431 | 40,566 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||