Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,411,986
+$71,185 QoQ
Shares Held
25,201
+3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#694
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Atlantic Union Bankshares Corp holds $38,201,546 across 25 Utilities - Regulated Electric names. SO ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
232,255 | $20,385,020 | |
| 2 | DUK |
Duke Energy CORP
|
39,598 | $5,012,313 | |
| 3 | D |
Dominion Energy, Inc
|
70,789 | $4,834,179 | |
| 4 | SO |
Southern Co
This page
|
25,201 | $2,411,986 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,644 | $1,593,014 | |
| 6 | EVRG |
Evergy, Inc.
|
11,472 | $991,524 | |
| 7 | XEL |
Xcel Energy Inc
|
6,495 | $521,548 | |
| 8 | ED |
Consolidated Edison Inc
|
4,081 | $451,480 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,411,986 | 25,201 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,340,801 | 24,252 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,217,059 | 25,425 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $2,305,278 | 24,325 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,183,715 | 23,780 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $770,908 | 8,384 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $677,822 | 8,234 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $742,541 | 8,234 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $638,710 | 8,234 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $590,778 | 8,235 | Shares | Other | 2024-04-16 | |
| 2023-12-31 | $591,462 | 8,435 | Shares | Other | 2024-01-19 | |
| 2023-09-30 | $545,913 | 8,435 | Shares | Other | 2023-10-20 | |
| 2023-06-30 | $603,517 | 8,591 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $709,785 | 10,201 | Shares | Other | 2023-05-08 | |
| 2022-12-31 | $784,652 | 10,988 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $860,404 | 12,653 | Shares | Other | 2022-10-25 | |
| 2022-06-30 | $938,296 | 13,158 | Shares | Other | 2022-07-21 | |
| 2022-03-31 | $882,881 | 12,176 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $915,473 | 13,349 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $892,119 | 14,396 | Shares | Other | 2021-10-26 | |
| 2021-06-30 | $841,935 | 13,914 | Shares | Other | 2021-07-26 | |
| 2021-03-31 | $885,096 | 14,239 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $893,130 | 14,539 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $788,304 | 14,539 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $765,305 | 14,760 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $811,287 | 14,985 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||