Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$185,694,053
+$31,524,717 QoQ
Shares Held
1,923,892
+8.8% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 19.588261711156342.ToString("F0")%
Shared 0.7916764558509521.ToString("F0")%
None 79.6200618329927.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pinnacle Financial Partners, Inc. holds $276,520,926 across 20 Utilities - Regulated Electric names. SO ranks #1 (67.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,923,892 | $185,694,053 | |
| 2 | DUK |
Duke Energy CORP
|
245,387 | $32,130,972 | |
| 3 | NEE |
Nextera Energy Inc
|
222,884 | $20,701,464 | |
| 4 | AEP |
American Electric Power Co Inc
|
143,287 | $18,782,058 | |
| 5 | ETR |
Entergy Corp /De/
|
51,958 | $5,837,999 | |
| 6 | D |
Dominion Energy, Inc
|
75,988 | $4,697,575 | |
| 7 | EXC |
Exelon Corp
|
34,427 | $1,687,610 | |
| 8 | XEL |
Xcel Energy Inc
|
13,838 | $1,099,290 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||