Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$14,817,940
+$1,014,880 QoQ
Shares Held
153,522
-3.0% QoQ
Ownership
0.014%
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 96.54186370683028.ToString("F0")%
Shared 0.ToString("F0")%
None 3.4581362931697086.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Dec 31, 2023CallValue
$280
CallShares
4
PutValue
$280
PutShares
4
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026M&T Bank Corp holds $348,929,534 across 29 Utilities - Regulated Electric names. SO ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
975,566 | $90,610,563 | |
| 2 | AEP |
American Electric Power Co Inc
|
644,243 | $84,447,365 | |
| 3 | DUK |
Duke Energy CORP
|
354,798 | $46,457,243 | |
| 4 | CMS |
Cms Energy Corp
|
387,300 | $30,046,727 | |
| 5 | SO |
Southern Co
This page
|
153,522 | $14,817,940 | |
| 6 | EVRG |
Evergy, Inc.
|
168,244 | $13,782,546 | |
| 7 | D |
Dominion Energy, Inc
|
177,543 | $10,975,704 | |
| 8 | FE |
Firstenergy Corp
|
145,339 | $7,362,871 |
All Filings in SO
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,817,940 | 153,522 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,803,060 | 158,292 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $14,003,304 | 147,761 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,376,441 | 156,555 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,088,850 | 153,223 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $13,563,700 | 164,768 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $14,697,803 | 162,983 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $12,483,103 | 160,927 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $11,874,256 | 165,518 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $280 | 4 | Call | Defined | 2024-02-06 | |
| 2023-12-31 | $280 | 4 | Put | Defined | 2024-02-06 | |
| 2023-12-31 | $11,065,844 | 157,813 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $258 | 4 | Call | Defined | 2023-11-02 | |
| 2023-09-30 | $10,076,642 | 155,696 | Shares | Defined | 2023-11-02 | |
| 2023-09-30 | $258 | 4 | Put | Defined | 2023-11-02 | |
| 2023-06-30 | $11,469,222 | 163,263 | Shares | Defined | 2023-08-09 | |
| 2023-06-30 | $281 | 4 | Put | Defined | 2023-08-09 | |
| 2023-06-30 | $281 | 4 | Call | Defined | 2023-08-09 | |
| 2023-03-31 | $11,443,680 | 164,468 | Shares | Defined | 2023-05-11 | |
| 2023-03-31 | $278 | 4 | Call | Defined | 2023-05-11 | |
| 2023-03-31 | $278 | 4 | Put | Defined | 2023-05-11 | |
| 2022-12-31 | $10,914,442 | 152,842 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,174,508 | 164,331 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $10,675,960 | 149,712 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $9,422,816 | 129,952 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $9,018,884 | 131,509 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $8,299,701 | 133,931 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $7,958,030 | 131,516 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,595,545 | 138,281 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $10,448,380 | 170,086 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $9,168,491 | 169,098 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,250,815 | 178,415 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $10,000,575 | 184,717 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||