Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,066,588
+$105,253 QoQ
Shares Held
241,005
+1.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#201
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, 2026BECKER CAPITAL MANAGEMENT INC holds $65,386,795 across 7 Utilities - Regulated Electric names. SO ranks #2 (35.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
821,596 | $39,058,673 | |
| 2 | SO |
Southern Co
This page
|
241,005 | $23,066,588 | |
| 3 | NEE |
Nextera Energy Inc
|
19,744 | $1,732,930 | |
| 4 | POR |
Portland General Electric Co /Or/
|
10,845 | $562,096 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,995 | $409,745 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
4,282 | $347,527 | |
| 7 | DUK |
Duke Energy CORP
|
1,653 | $209,236 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,066,588 | 241,005 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $22,961,335 | 237,892 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $21,244,187 | 243,626 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,791,426 | 240,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $21,492,995 | 234,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,442,140 | 222,318 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,481,969 | 212,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,632,805 | 195,529 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,895,844 | 192,031 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,866,983 | 193,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,976,407 | 185,060 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,501,661 | 162,263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,329,849 | 161,279 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,464,480 | 136,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,120,128 | 127,715 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,351,488 | 122,816 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,600,057 | 120,601 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $8,790,967 | 121,238 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,779,474 | 128,018 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,121,416 | 131,054 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $7,639,326 | 126,249 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,040,706 | 129,355 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,970,358 | 129,747 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $8,035,187 | 148,196 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,921,694 | 152,781 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $8,731,049 | 161,268 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||