Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$836,792
-$15,286 QoQ
Shares Held
8,743
-1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,108
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $129,133,593 across 21 Utilities - Regulated Electric names. SO ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
380,289 | $43,679,994 | |
| 2 | AEP |
American Electric Power Co Inc
|
273,608 | $37,432,310 | |
| 3 | EVRG |
Evergy, Inc.
|
292,945 | $25,319,236 | |
| 4 | CNP |
Centerpoint Energy Inc
|
262,066 | $11,541,386 | |
| 5 | NEE |
Nextera Energy Inc
|
45,491 | $3,992,745 | |
| 6 | DUK |
Duke Energy CORP
|
12,440 | $1,574,655 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
17,637 | $1,431,418 | |
| 8 | SO |
Southern Co
This page
|
8,743 | $836,792 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,792 | 8,743 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $852,078 | 8,828 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,142,407 | 13,101 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $705,373 | 7,443 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $678,807 | 7,392 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $736,887 | 8,014 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $654,855 | 7,955 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $684,195 | 7,587 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $638,944 | 8,237 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $1,125,241 | 15,685 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,177,384 | 16,791 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,714,109 | 26,485 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,967,351 | 28,005 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $2,134,783 | 30,681 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,251,985 | 31,536 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,266,848 | 33,336 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $2,361,216 | 33,112 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $2,489,195 | 34,329 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,820,283 | 41,124 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $2,480,411 | 40,026 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,511,165 | 41,500 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $2,652,056 | 42,665 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $3,102,030 | 50,497 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $2,741,851 | 50,569 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $2,753,909 | 53,113 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $2,814,630 | 51,988 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||