Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,542,249
-$135,505 QoQ
Shares Held
26,562
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#670
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $313,581,110 across 23 Utilities - Regulated Electric names. SO ranks #5 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,144,304 | $156,552,230 | |
| 2 | LNT |
Alliant Energy Corp
|
1,435,378 | $109,504,987 | |
| 3 | NEE |
Nextera Energy Inc
|
327,751 | $28,766,705 | |
| 4 | DUK |
Duke Energy CORP
|
39,931 | $5,054,465 | |
| 5 | SO |
Southern Co
This page
|
26,562 | $2,542,249 | |
| 6 | DTE |
Dte Energy Co
|
9,556 | $1,456,047 | |
| 7 | POR |
Portland General Electric Co /Or/
|
26,593 | $1,378,315 | |
| 8 | IDA |
Idacorp Inc
|
6,990 | $1,057,587 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,249 | 26,562 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,677,754 | 27,743 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,754,212 | 31,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,138,308 | 33,115 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,983,464 | 32,489 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,314,245 | 36,044 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,761,342 | 33,544 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,932,833 | 32,522 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,499,925 | 32,228 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,292,738 | 31,959 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $2,297,832 | 32,770 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,069,357 | 31,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,125,765 | 30,260 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,944,900 | 27,952 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,960,061 | 27,448 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,814,716 | 26,687 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,074,407 | 29,090 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,117,292 | 29,200 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,857,352 | 27,083 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,765,587 | 28,491 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,612,107 | 26,642 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,635,491 | 26,311 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,570,949 | 25,573 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,410,695 | 26,018 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,396,579 | 26,935 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,521,875 | 28,110 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||