Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$781,618
+$118,637 QoQ
Shares Held
8,098
+6.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Bank of Jackson Hole Trust holds $3,606,246 across 11 Utilities - Regulated Electric names. SO ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,857 | $1,194,158 | |
| 2 | SO |
Southern Co
This page
|
8,098 | $781,618 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,742 | $752,661 | |
| 4 | DUK |
Duke Energy CORP
|
4,619 | $604,811 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
733 | $84,859 | |
| 6 | D |
Dominion Energy, Inc
|
1,092 | $67,507 | |
| 7 | EVRG |
Evergy, Inc.
|
677 | $55,459 | |
| 8 | EXC |
Exelon Corp
|
468 | $22,941 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $781,618 | 8,098 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $662,981 | 7,603 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $759,202 | 8,011 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $652,176 | 7,102 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $567,883 | 6,176 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $513,347 | 6,236 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||