Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,077,092
+$16,480 QoQ
Shares Held
115,736
+1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#298
of 2,354 holders
Holding Since
Mar 2020
21 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 Jun 30, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $16,906,032 across 10 Utilities - Regulated Electric names. SO ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
115,736 | $11,077,092 | |
| 2 | NEE |
Nextera Energy Inc
|
18,709 | $1,642,088 | |
| 3 | DUK |
Duke Energy CORP
|
12,103 | $1,531,997 | |
| 4 | AEP |
American Electric Power Co Inc
|
6,960 | $952,197 | |
| 5 | ED |
Consolidated Edison Inc
|
3,286 | $363,530 | |
| 6 | ETR |
Entergy Corp /De/
|
2,741 | $314,831 | |
| 7 | D |
Dominion Energy, Inc
|
4,249 | $290,164 | |
| 8 | CNP |
Centerpoint Energy Inc
|
5,866 | $258,338 |
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,077,092 | 115,736 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,060,612 | 114,594 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,069,012 | 149,874 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,649,615 | 133,477 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,553,103 | 114,920 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,690,750 | 116,267 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,311,050 | 113,108 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,482,697 | 105,153 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,407,282 | 82,600 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,762,515 | 80,325 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,652,462 | 66,350 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,550,238 | 23,953 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,161,162 | 16,529 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,157,184 | 16,631 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,171,338 | 16,403 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,122,068 | 16,501 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,336,919 | 18,748 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $408,448 | 5,633 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $370,469 | 5,402 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $294,419 | 4,751 | Shares | Sole | 2021-11-10 | |
| 2020-03-31 | $314,715 | 5,813 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||