Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$39,602,527
+$40,348 QoQ
Shares Held
413,796
+0.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#147
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 14%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026US BANCORP \DE\ holds $538,294,445 across 39 Utilities - Regulated Electric names. SO ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,840,822 | $249,338,944 | |
| 2 | DUK |
Duke Energy CORP
|
342,686 | $43,377,192 | |
| 3 | SO |
Southern Co
This page
|
413,796 | $39,602,527 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
320,628 | $37,439,729 | |
| 5 | AEP |
American Electric Power Co Inc
|
208,156 | $28,477,821 | |
| 6 | CMS |
Cms Energy Corp
|
353,973 | $27,078,934 | |
| 7 | XEL |
Xcel Energy Inc
|
248,969 | $19,992,209 | |
| 8 | AEE |
Ameren Corp
|
95,687 | $10,816,457 |
All Filings in SO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $2,039 | 41 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $39,600,488 | 413,755 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 SOMN | $2,107 | 41 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $39,560,072 | 409,864 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $36,610,221 | 419,842 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $39,886,417 | 420,876 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $39,054,928 | 425,296 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $38,999,762 | 424,141 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $34,319,123 | 416,899 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $37,902,021 | 420,293 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $32,814,745 | 423,034 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $31,208,835 | 435,027 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $30,777,559 | 438,927 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $25,173,877 | 388,966 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $26,553,867 | 377,991 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $26,629,238 | 382,714 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $26,984,552 | 377,882 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $24,444,504 | 359,478 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $25,242,099 | 353,977 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $25,973,733 | 358,209 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $25,586,580 | 373,091 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $23,108,798 | 372,903 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $20,970,041 | 346,555 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $21,876,154 | 351,933 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $21,683,130 | 352,973 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $18,119,781 | 334,190 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $17,531,573 | 338,121 | 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. | ||||||