SouthState Bank Corp

Bank

Position in SO — Southern Co

CIK 764038 WINTER HAVEN, FL

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,974,666

-$42,548 QoQ

Shares Held

31,080

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#622

of 2,354 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, 2026

SouthState Bank Corp holds $37,531,930 across 26 Utilities - Regulated Electric names. SO ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	302,610	$26,560,079
2	DUK	Duke Energy CORP	43,805	$5,544,836
3	SO	Southern Co This page	31,080	$2,974,666
4	AEP	American Electric Power Co Inc	5,414	$740,688
5	D	Dominion Energy, Inc	9,899	$676,002
6	XEL	Xcel Energy Inc	4,931	$395,958
7	ED	Consolidated Edison Inc	2,440	$269,936
8	PEG	Public Service Enterprise Group Inc	1,149	$93,252

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,974,666	31,080	-0.6%	Shares	Defined	2026-08-06
2026-03-31	$3,017,214	31,260	+0.9%	Shares	Defined	2026-05-05
2025-12-31	$2,701,106	30,976	-2.7%	Shares	Defined	2026-02-11
2025-09-30	$3,016,622	31,831	-0.7%	Shares	Defined	2025-11-05
2025-06-30	$2,944,803	32,068	+0.8%	Shares	Defined	2025-08-06
2025-03-31	$2,923,917	31,799	+4.4%	Shares	Defined	2025-05-12
2024-12-31	$2,506,314	30,446	+0.3%	Shares	Defined	2025-02-10
2024-09-30	$2,737,593	30,357	-3.1%	Shares	Defined	2024-11-08
2024-06-30	$2,429,259	31,317	+0.2%	Shares	Defined	2024-08-02
2024-03-31	$2,242,161	31,254	+3.4%	Shares	Defined	2024-05-06
2023-12-31	$2,118,534	30,213	0.0%	Shares	Defined	2024-02-06
2023-09-30	$1,955,384	30,213	+1.3%	Shares	Defined	2023-11-07
2023-06-30	$2,094,503	29,815	-2.5%	Shares	Defined	2023-08-08
2023-03-31	$2,127,060	30,570	-19.5%	Shares	Defined	2023-05-08
2022-12-31	$2,712,294	37,982	+4.5%	Shares	Defined	2023-02-10
2022-09-30	$2,472,480	36,360	+1.2%	Shares	Defined	2022-11-07
2022-06-30	$2,561,668	35,923	+0.2%	Shares	Defined	2022-08-05
2022-03-31	$2,599,700	35,853	-0.1%	Shares	Defined	2022-08-04
2021-12-31	$2,461,130	35,887	+4.8%	Shares	Defined	2022-02-11
2021-09-30	$2,121,480	34,234	-0.4%	Shares	Defined	2021-11-10
2021-06-30	$2,079,365	34,364	+1.1%	Shares	Defined	2021-08-10
2021-03-31	$2,112,445	33,984	0.0%	Shares	Defined	2021-05-12
2020-12-31	$2,087,637	33,984	-0.6%	Shares	Defined	2021-02-10
2020-09-30	$1,854,431	34,202	+4.2%	Shares	Defined	2020-11-10
2020-06-30	$1,701,456	32,815	+27.8%	Shares	Defined	2020-08-11
2020-03-31	$1,389,665	25,668	—	Shares	Defined	2020-05-04
No filing history on record for this holder in this stock.