Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$21,846,819
+$2,165,518 QoQ
Shares Held
226,345
+0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026Midwest Trust Co holds $143,205,229 across 17 Utilities - Regulated Electric names. SO ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
258,650 | $29,061,914 | |
| 2 | NEE |
Nextera Energy Inc
|
275,953 | $25,630,514 | |
| 3 | SO |
Southern Co
This page
|
226,345 | $21,846,819 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
196,849 | $19,832,536 | |
| 5 | DUK |
Duke Energy CORP
|
132,749 | $17,382,154 | |
| 6 | AEP |
American Electric Power Co Inc
|
96,251 | $12,616,581 | |
| 7 | EVRG |
Evergy, Inc.
|
65,885 | $5,397,299 | |
| 8 | EXC |
Exelon Corp
|
54,826 | $2,687,570 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,846,819 | 226,345 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $19,681,301 | 225,703 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $21,162,709 | 223,306 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,732,642 | 225,772 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||