Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$10,460,241
-$65,071 QoQ
Shares Held
109,291
+0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#314
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, 2026Associated Banc-Corp holds $56,694,471 across 10 Utilities - Regulated Electric names. SO ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
285,244 | $22,905,093 | |
| 2 | NEE |
Nextera Energy Inc
|
189,720 | $16,651,724 | |
| 3 | SO |
Southern Co
This page
|
109,291 | $10,460,241 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
26,330 | $3,074,554 | |
| 5 | ED |
Consolidated Edison Inc
|
10,804 | $1,195,246 | |
| 6 | LNT |
Alliant Energy Corp
|
10,342 | $788,991 | |
| 7 | DUK |
Duke Energy CORP
|
4,080 | $516,446 | |
| 8 | AEP |
American Electric Power Co Inc
|
3,171 | $433,824 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,460,241 | 109,291 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $10,525,312 | 109,048 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $8,104,978 | 92,947 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $9,066,551 | 95,669 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $8,857,003 | 96,450 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,008,893 | 97,976 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $8,069,747 | 98,029 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $8,893,551 | 98,620 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,296,266 | 106,952 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $7,824,107 | 109,062 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $7,737,181 | 110,342 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,182,690 | 110,981 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $7,878,326 | 112,147 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $7,800,474 | 112,108 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,921,867 | 110,935 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,439,676 | 109,407 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $7,646,570 | 107,230 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,795,114 | 107,504 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $7,474,876 | 108,995 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $6,886,043 | 111,119 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $6,927,426 | 114,484 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,817,395 | 141,850 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $7,043,500 | 114,659 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,477,065 | 119,459 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,547,026 | 145,555 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,727,671 | 142,735 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||