Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,821,911
+$202,084 QoQ
Shares Held
18,876
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BAHL & GAYNOR INC holds $911,672,635 across 11 Utilities - Regulated Electric names. SO ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,249,543 | $487,577,553 | |
| 2 | PPL |
PPL Corp
|
4,181,418 | $159,730,167 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
1,031,567 | $119,424,511 | |
| 4 | CMS |
Cms Energy Corp
|
1,044,889 | $81,062,488 | |
| 5 | LNT |
Alliant Energy Corp
|
775,746 | $55,667,532 | |
| 6 | DUK |
Duke Energy CORP
|
32,774 | $4,291,427 | |
| 7 | SO |
Southern Co
This page
|
18,876 | $1,821,911 | |
| 8 | IDA |
Idacorp Inc
|
5,000 | $714,850 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,821,911 | 18,876 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,619,827 | 18,576 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,816,551 | 19,168 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,773,420 | 19,312 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,724,154 | 18,751 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,192,816 | 14,490 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,318,882 | 14,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,052,237 | 13,565 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $971,933 | 13,548 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $610,114 | 8,701 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $774,633 | 11,969 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $831,479 | 11,836 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $800,517 | 11,505 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,210,399 | 16,950 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $914,668 | 13,451 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $872,691 | 12,238 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $902,531 | 12,447 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $935,842 | 13,646 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $849,979 | 13,716 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $825,719 | 13,646 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $850,473 | 13,682 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $901,915 | 14,682 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $904,498 | 16,682 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $906,441 | 17,482 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,044,739 | 19,297 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||