Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,578,241
+$174,312 QoQ
Shares Held
26,712
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $38,701,319 across 30 Utilities - Regulated Electric names. SO ranks #2 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
98,575 | $9,155,645 | |
| 2 | SO |
Southern Co
This page
|
26,712 | $2,578,241 | |
| 3 | DUK |
Duke Energy CORP
|
18,862 | $2,469,789 | |
| 4 | AEP |
American Electric Power Co Inc
|
16,429 | $2,153,512 | |
| 5 | NGG |
National Grid PLC
|
21,300 | $1,801,979 | |
| 6 | EXC |
Exelon Corp
|
32,647 | $1,600,355 | |
| 7 | ED |
Consolidated Edison Inc
|
13,623 | $1,541,850 | |
| 8 | ES |
Eversource Energy
|
20,975 | $1,453,147 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,578,241 | 26,712 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,403,929 | 27,568 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||