US BANCORP \DE\

Bank

Position in SO — Southern Co

CIK 36104 MINNEAPOLIS, MN

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$39,560,072

+$2,949,851 QoQ

Shares Held

409,864

-2.4% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 85.4785977787754.ToString("F0")% Shared 0.33962485117014424.ToString("F0")% None 14.181777370054457.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

US BANCORP \DE\ holds $549,172,848 across 37 Utilities - Regulated Electric names. SO ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,811,759	$261,156,173
2	DUK	Duke Energy CORP	345,167	$45,196,165
3	SO	Southern Co This page	409,864	$39,560,072
4	WEC	Wec Energy Group, Inc.	325,122	$37,639,371
5	CMS	Cms Energy Corp	360,707	$27,983,648
6	AEP	American Electric Power Co Inc	207,856	$27,245,762
7	XEL	Xcel Energy Inc	255,105	$20,265,539
8	AEE	Ameren Corp	93,806	$10,311,153

All Filings in SO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$39,560,072	409,864	-2.4%	Shares	Defined	2026-05-15
2025-12-31	$36,610,221	419,842	-0.2%	Shares	Defined	2026-01-30
2025-09-30	$39,886,417	420,876	-1.0%	Shares	Defined	2025-11-12
2025-06-30	$39,054,928	425,296	+0.3%	Shares	Defined	2025-07-24
2025-03-31	$38,999,762	424,141	+1.7%	Shares	Defined	2025-05-08
2024-12-31	$34,319,123	416,899	-0.8%	Shares	Defined	2025-02-05
2024-09-30	$37,902,021	420,293	-0.6%	Shares	Defined	2024-10-28
2024-06-30	$32,814,745	423,034	-2.8%	Shares	Defined	2024-08-07
2024-03-31	$31,208,835	435,027	-0.9%	Shares	Defined	2024-05-08
2023-12-31	$30,777,559	438,927	+12.8%	Shares	Defined	2024-02-09
2023-09-30	$25,173,877	388,966	+2.9%	Shares	Defined	2023-11-03
2023-06-30	$26,553,867	377,991	-1.2%	Shares	Defined	2023-08-10
2023-03-31	$26,629,238	382,714	+1.3%	Shares	Defined	2023-05-09
2022-12-31	$26,984,552	377,882	+5.1%	Shares	Defined	2023-02-13
2022-09-30	$24,444,504	359,478	+1.6%	Shares	Defined	2022-10-27
2022-06-30	$25,242,099	353,977	-1.2%	Shares	Defined	2022-08-01
2022-03-31	$25,973,733	358,209	-4.0%	Shares	Defined	2022-05-11
2021-12-31	$25,586,580	373,091	+0.1%	Shares	Defined	2022-02-11
2021-09-30	$23,108,798	372,903	+7.6%	Shares	Defined	2021-11-10
2021-06-30	$20,970,041	346,555	-1.5%	Shares	Defined	2021-08-05
2021-03-31	$21,876,154	351,933	-0.3%	Shares	Defined	2021-04-28
2020-12-31	$21,683,130	352,973	+5.6%	Shares	Defined	2021-02-04
2020-09-30	$18,119,781	334,190	-1.2%	Shares	Defined	2020-11-10
2020-06-30	$17,531,573	338,121	-1.4%	Shares	Defined	2020-08-07
2020-03-31	$18,559,623	342,808	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.