Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$184,944,163
-$749,890 QoQ
Shares Held
1,932,339
+0.4% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#56
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 19%
Shared 1%
None 80%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $276,073,013 across 20 Utilities - Regulated Electric names. SO ranks #1 (67.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,932,339 | $184,944,163 | |
| 2 | DUK |
Duke Energy CORP
|
239,778 | $30,351,097 | |
| 3 | AEP |
American Electric Power Co Inc
|
148,066 | $20,256,908 | |
| 4 | NEE |
Nextera Energy Inc
|
223,776 | $19,640,817 | |
| 5 | ETR |
Entergy Corp /De/
|
53,051 | $6,093,436 | |
| 6 | D |
Dominion Energy, Inc
|
77,009 | $5,258,943 | |
| 7 | EXC |
Exelon Corp
|
47,726 | $2,224,984 | |
| 8 | XEL |
Xcel Energy Inc
|
16,493 | $1,324,386 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $184,944,163 | 1,932,339 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $185,694,053 | 1,923,892 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $154,169,336 | 1,767,997 | Shares | Other | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||