Position in SO
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$7,189,830
-$291,145 QoQ
Shares Held
75,121
-3.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#398
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITY HOLDING CO holds $20,818,032 across 12 Utilities - Regulated Electric names. SO ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
83,990 | $7,371,801 | |
| 2 | SO |
Southern Co
This page
|
75,121 | $7,189,830 | |
| 3 | DUK |
Duke Energy CORP
|
14,639 | $1,853,004 | |
| 4 | D |
Dominion Energy, Inc
|
18,084 | $1,234,956 | |
| 5 | DTE |
Dte Energy Co
|
7,957 | $1,212,408 | |
| 6 | ED |
Consolidated Edison Inc
|
10,605 | $1,173,231 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,845 | $526,034 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
888 | $95,016 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,189,830 | 75,121 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $7,480,975 | 77,507 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $6,625,630 | 75,982 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,175,889 | 75,719 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,747,117 | 73,474 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $6,605,320 | 71,836 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,715,312 | 69,428 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,216,377 | 68,933 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,061,675 | 65,253 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,618,621 | 64,380 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,417,980 | 63,006 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,007,009 | 61,913 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,221,463 | 60,092 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,116,213 | 59,158 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $4,018,811 | 56,278 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $3,739,864 | 54,998 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $3,909,499 | 54,824 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $3,856,009 | 53,179 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $3,607,513 | 52,603 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,426,817 | 55,298 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $3,345,900 | 55,295 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,319,965 | 53,410 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $3,315,561 | 53,973 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $2,983,835 | 55,032 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,851,594 | 54,997 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $2,990,368 | 55,234 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||