Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,885,253
+$1,009,354 QoQ
Shares Held
176,421
+7.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#244
of 2,354 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FIRST NATIONAL BANK OF OMAHA holds $55,489,938 across 5 Utilities - Regulated Electric names. SO ranks #2 (30.4% of the industry book) .
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,885,253 | 176,421 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,875,899 | 164,483 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,367,111 | 107,421 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,612,252 | 38,116 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,681,371 | 40,089 | Shares | Other | 2026-02-10 | |
| 2025-03-31 | $3,406,839 | 37,051 | Shares | Other | 2026-02-10 | |
| 2024-12-31 | $3,106,345 | 37,735 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,590,155 | 39,811 | Shares | Other | 2024-11-15 | |
| 2024-03-31 | $2,658,038 | 37,051 | Shares | Other | 2025-06-03 | |
| 2020-12-31 | $509,869 | 8,300 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $520,512 | 9,600 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $514,870 | 9,930 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $526,782 | 9,730 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||