Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$906,947
-$217,704 QoQ
Shares Held
9,476
-18.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,065
of 2,356 holders
Holding Since
Mar 2020
11 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, 2026COMMERZBANK AKTIENGESELLSCHAFT /FI holds $77,109,124 across 17 Utilities - Regulated Electric names. SO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
423,721 | $57,969,270 | |
| 2 | NEE |
Nextera Energy Inc
|
56,459 | $4,955,406 | |
| 3 | DUK |
Duke Energy CORP
|
25,616 | $3,242,473 | |
| 4 | XEL |
Xcel Energy Inc
|
32,695 | $2,625,408 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
17,688 | $1,435,558 | |
| 6 | DTE |
Dte Energy Co
|
8,867 | $1,351,064 | |
| 7 | ED |
Consolidated Edison Inc
|
11,154 | $1,233,967 | |
| 8 | SO |
Southern Co
This page
|
9,476 | $906,947 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $906,947 | 9,476 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,124,651 | 11,652 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,155,748 | 13,254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,020,293 | 10,766 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $988,641 | 10,766 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $992,508 | 10,794 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $775,701 | 9,423 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $545,589 | 6,050 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $332,697 | 4,289 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $291,838 | 4,068 | Shares | Sole | 2024-05-10 | |
| 2020-03-31 | $312,496 | 5,772 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||