Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,527,917
+$192,875 QoQ
Shares Held
287,618
+1.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#182
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $373,828,690 across 35 Utilities - Regulated Electric names. SO ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,187,294 | $162,433,691 | |
| 2 | NEE |
Nextera Energy Inc
|
980,448 | $86,053,919 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
275,035 | $32,115,835 | |
| 4 | DUK |
Duke Energy CORP
|
251,832 | $31,876,892 | |
| 5 | SO |
Southern Co
This page
|
287,618 | $27,527,917 | |
| 6 | D |
Dominion Energy, Inc
|
85,704 | $5,852,724 | |
| 7 | DTE |
Dte Energy Co
|
27,367 | $4,169,907 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
47,936 | $3,890,484 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,527,917 | 287,618 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $27,335,042 | 283,206 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $23,277,429 | 266,943 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $24,754,965 | 261,211 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $23,008,096 | 250,551 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $21,141,878 | 229,928 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,572,332 | 201,316 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $16,887,376 | 187,263 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $13,341,185 | 171,989 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $9,847,318 | 137,264 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $5,363,338 | 76,488 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $5,064,274 | 78,249 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $5,541,670 | 78,885 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,514,353 | 79,252 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $5,755,716 | 80,601 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,554,172 | 81,679 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $6,041,311 | 84,719 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $6,297,637 | 86,852 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $5,961,110 | 86,922 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $5,458,068 | 88,076 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $6,151,929 | 101,668 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $5,439,310 | 87,505 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $5,644,556 | 91,886 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $5,194,980 | 95,813 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $5,190,184 | 100,100 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $5,889,402 | 108,781 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||