Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,462,986
-$2,775,469 QoQ
Shares Held
77,975
-26.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#385
of 2,356 holders
Holding Since
Mar 2020
24 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, 2026ALLSTATE CORP holds $109,345,285 across 27 Utilities - Regulated Electric names. SO ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
195,619 | $17,169,479 | |
| 2 | DUK |
Duke Energy CORP
|
73,439 | $9,295,907 | |
| 3 | SO |
Southern Co
This page
|
77,975 | $7,462,986 | |
| 4 | AEP |
American Electric Power Co Inc
|
50,249 | $6,874,565 | |
| 5 | D |
Dominion Energy, Inc
|
83,848 | $5,725,979 | |
| 6 | ETR |
Entergy Corp /De/
|
44,382 | $5,097,716 | |
| 7 | XEL |
Xcel Energy Inc
|
59,677 | $4,792,063 | |
| 8 | EXC |
Exelon Corp
|
95,528 | $4,453,515 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,462,986 | 77,975 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $10,238,455 | 106,076 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,269,602 | 83,367 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,850,884 | 40,634 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $3,750,824 | 40,792 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,684,784 | 32,614 | Shares | Sole | 2025-02-12 | |
| 2024-06-30 | $266,142 | 3,431 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $246,139 | 3,431 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $253,063 | 3,609 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $213,122 | 3,293 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $231,333 | 3,293 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $224,534 | 3,227 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,685,067 | 65,608 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,423,468 | 65,051 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,638,786 | 65,051 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,847,496 | 80,644 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,530,565 | 80,644 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $867,022 | 13,991 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $927,739 | 15,332 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,027,131 | 16,524 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $495,187 | 8,061 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $318,217 | 5,869 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $692,145 | 13,349 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $333,394 | 6,158 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||