Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$31,912,393
-$127,421 QoQ
Shares Held
333,428
+0.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#164
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIFTH THIRD BANCORP holds $606,687,175 across 32 Utilities - Regulated Electric names. SO ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,322,623 | $203,856,620 | |
| 2 | DUK |
Duke Energy CORP
|
731,800 | $92,631,244 | |
| 3 | AEP |
American Electric Power Co Inc
|
407,988 | $55,816,838 | |
| 4 | SO |
Southern Co
This page
|
333,428 | $31,912,393 | |
| 5 | FE |
Firstenergy Corp
|
441,521 | $20,989,908 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
170,945 | $19,961,247 | |
| 7 | D |
Dominion Energy, Inc
|
234,785 | $16,033,467 | |
| 8 | EXC |
Exelon Corp
|
295,512 | $13,776,769 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,912,393 | 333,428 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $32,039,814 | 331,950 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $9,297,525 | 106,623 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,270,603 | 108,374 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $9,943,260 | 108,279 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $9,963,702 | 108,360 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $8,848,329 | 107,487 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $9,674,149 | 107,276 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $8,289,285 | 106,862 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,714,473 | 121,473 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $8,492,864 | 121,119 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $7,547,711 | 116,621 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $8,179,769 | 116,438 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $8,414,100 | 120,927 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $8,782,787 | 122,991 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $6,793,948 | 99,911 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $7,194,608 | 100,892 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $7,200,533 | 99,304 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $6,709,661 | 97,837 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $6,225,134 | 100,454 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $6,077,261 | 100,434 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,245,961 | 100,482 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $5,784,555 | 94,165 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,332,428 | 98,348 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,006,221 | 96,552 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,196,898 | 95,990 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||