Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,337,642
+$80,373 QoQ
Shares Held
13,976
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#888
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PARK NATIONAL CORP /OH/ holds $32,309,040 across 7 Utilities - Regulated Electric names. SO ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
157,349 | $18,373,642 | |
| 2 | NEE |
Nextera Energy Inc
|
104,750 | $9,193,907 | |
| 3 | DUK |
Duke Energy CORP
|
13,483 | $1,706,677 | |
| 4 | SO |
Southern Co
This page
|
13,976 | $1,337,642 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,515 | $1,301,747 | |
| 6 | D |
Dominion Energy, Inc
|
4,057 | $277,051 | |
| 7 | ED |
Consolidated Edison Inc
|
1,070 | $118,374 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,642 | 13,976 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $1,257,269 | 13,026 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $717,481 | 8,228 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $781,093 | 8,242 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $761,453 | 8,292 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $765,942 | 8,330 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $686,054 | 8,334 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $798,543 | 8,855 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $708,446 | 9,133 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $691,357 | 9,637 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $694,117 | 9,899 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $660,079 | 10,199 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $727,578 | 10,357 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $768,997 | 11,052 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $783,296 | 10,969 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $829,532 | 12,199 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $864,704 | 12,126 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $893,902 | 12,328 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $887,218 | 12,937 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $1,048,717 | 16,923 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $1,034,236 | 17,092 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $1,149,089 | 18,486 | Shares | Sole | 2021-04-01 | |
| 2020-12-31 | $1,259,560 | 20,504 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $1,134,770 | 20,929 | Shares | Sole | 2020-10-01 | |
| 2020-06-30 | $1,368,217 | 26,388 | Shares | Sole | 2020-07-01 | |
| 2020-03-31 | $1,834,370 | 33,882 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||