Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,128,277
-$196,254 QoQ
Shares Held
262,546
+0.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#190
of 2,360 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, 2026CRAWFORD INVESTMENT COUNSEL INC holds $385,850,462 across 8 Utilities - Regulated Electric names. SO ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
967,797 | $132,404,307 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,050,739 | $122,694,793 | |
| 3 | DUK |
Duke Energy CORP
|
329,234 | $41,674,439 | |
| 4 | EVRG |
Evergy, Inc.
|
391,676 | $33,852,556 | |
| 5 | D |
Dominion Energy, Inc
|
410,500 | $28,033,045 | |
| 6 | SO |
Southern Co
This page
|
262,546 | $25,128,277 | |
| 7 | NEE |
Nextera Energy Inc
|
19,455 | $1,707,565 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,380 | $355,480 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,128,277 | 262,546 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,324,531 | 262,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,799,050 | 261,457 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $24,759,136 | 261,255 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,938,703 | 260,685 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $23,687,423 | 257,612 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,087,091 | 256,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,592,170 | 261,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $32,771,928 | 422,482 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $31,515,310 | 439,299 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $29,703,813 | 423,614 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,378,501 | 423,030 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,091,245 | 328,701 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $21,847,215 | 313,987 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,901,648 | 26,630 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,872,788 | 27,541 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,072,839 | 29,068 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,810,647 | 24,971 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,693,377 | 24,692 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,607,191 | 25,935 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,497,925 | 24,755 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,601,552 | 25,765 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,474,012 | 23,995 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,174,513 | 21,662 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,169,839 | 22,562 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,259,891 | 23,271 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||