Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,223,268
-$4,176 QoQ
Shares Held
12,781
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#934
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Fiduciary Trust Co holds $39,330,557 across 16 Utilities - Regulated Electric names. SO ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
293,950 | $25,799,991 | |
| 2 | AEP |
American Electric Power Co Inc
|
23,267 | $3,183,157 | |
| 3 | ETR |
Entergy Corp /De/
|
22,297 | $2,561,032 | |
| 4 | SO |
Southern Co
This page
|
12,781 | $1,223,268 | |
| 5 | CMS |
Cms Energy Corp
|
13,996 | $1,070,693 | |
| 6 | LNT |
Alliant Energy Corp
|
13,569 | $1,035,178 | |
| 7 | DUK |
Duke Energy CORP
|
7,727 | $978,082 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
5,802 | $677,498 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,223,268 | 12,781 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,227,444 | 12,717 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,110,055 | 12,730 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,195,807 | 12,618 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $865,130 | 9,421 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $732,013 | 7,961 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $655,924 | 7,968 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $682,481 | 7,568 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $564,631 | 7,279 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $531,736 | 7,412 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $388,955 | 5,547 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $521,254 | 8,054 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $618,550 | 8,805 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $628,584 | 9,034 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $688,605 | 9,643 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $660,756 | 9,717 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $733,993 | 10,293 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $782,600 | 10,793 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $773,102 | 11,273 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $698,586 | 11,273 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $712,384 | 11,773 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,214,108 | 19,532 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $2,423,535 | 39,452 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,086,730 | 20,043 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,041,354 | 20,084 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,089,946 | 20,132 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||