Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$248,080
+$3,885 QoQ
Shares Held
2,592
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,886
of 2,360 holders
Holding Since
Sep 2020
17 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, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $278,228,118 across 13 Utilities - Regulated Electric names. SO ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
903,792 | $123,647,783 | |
| 2 | ETR |
Entergy Corp /De/
|
1,059,996 | $121,751,140 | |
| 3 | NGG |
National Grid PLC
|
255,077 | $21,138,230 | |
| 4 | NEE |
Nextera Energy Inc
|
56,784 | $4,983,931 | |
| 5 | CMS |
Cms Energy Corp
|
24,721 | $1,891,156 | |
| 6 | POR |
Portland General Electric Co /Or/
|
28,598 | $1,482,234 | |
| 7 | AEE |
Ameren Corp
|
12,248 | $1,384,513 | |
| 8 | DUK |
Duke Energy CORP
|
4,695 | $594,293 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,080 | 2,592 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,195 | 2,530 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $294,212 | 3,374 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $326,766 | 3,448 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $232,789 | 2,535 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $444,578 | 4,835 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $358,503 | 4,355 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $389,487 | 4,319 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $342,626 | 4,417 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $316,875 | 4,417 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $352,282 | 5,024 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $286,709 | 4,430 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $315,914 | 4,497 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $324,521 | 4,664 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $322,059 | 4,510 | Shares | Sole | 2023-01-13 | |
| 2020-12-31 | $243,877 | 3,970 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $215,253 | 3,970 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||