Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,213,315
+$36,640 QoQ
Shares Held
12,677
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#936
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BANK OF HAWAII holds $5,646,309 across 9 Utilities - Regulated Electric names. SO ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
25,368 | $2,226,549 | |
| 2 | SO |
Southern Co
This page
|
12,677 | $1,213,315 | |
| 3 | PPL |
PPL Corp
|
16,199 | $588,833 | |
| 4 | DUK |
Duke Energy CORP
|
3,206 | $405,815 | |
| 5 | LNT |
Alliant Energy Corp
|
3,648 | $278,305 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,966 | $268,968 | |
| 7 | XEL |
Xcel Energy Inc
|
3,172 | $254,711 | |
| 8 | EXC |
Exelon Corp
|
4,400 | $205,128 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,315 | 12,677 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,176,675 | 12,191 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,274,689 | 14,618 | Shares | Defined | 2026-03-03 | |
| 2025-09-30 | $1,762,532 | 18,598 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,773,512 | 19,313 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,568,715 | 27,936 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,566,572 | 31,178 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,829,668 | 31,378 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,394,818 | 30,873 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,235,992 | 31,168 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,152,964 | 30,704 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,939,917 | 29,974 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,020,952 | 28,768 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,910,318 | 27,455 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,920,072 | 26,888 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $1,821,992 | 26,794 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,908,184 | 26,759 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,976,187 | 27,254 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,876,897 | 27,368 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,768,375 | 28,536 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,093,767 | 34,602 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $2,316,827 | 37,272 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $2,406,335 | 39,172 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $2,384,216 | 43,973 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,208,602 | 42,596 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,404,194 | 44,407 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||