Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$18,900,810
-$926,424 QoQ
Shares Held
197,480
-3.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#225
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026AMALGAMATED BANK holds $210,182,416 across 30 Utilities - Regulated Electric names. SO ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
364,555 | $31,996,992 | |
| 2 | SO |
Southern Co
This page
|
197,480 | $18,900,810 | |
| 3 | DUK |
Duke Energy CORP
|
136,338 | $17,257,664 | |
| 4 | AEP |
American Electric Power Co Inc
|
94,986 | $12,995,034 | |
| 5 | D |
Dominion Energy, Inc
|
153,393 | $10,475,207 | |
| 6 | ETR |
Entergy Corp /De/
|
80,349 | $9,228,886 | |
| 7 | XEL |
Xcel Energy Inc
|
108,432 | $8,707,089 | |
| 8 | EXC |
Exelon Corp
|
178,644 | $8,328,383 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,900,810 | 197,480 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,827,234 | 205,421 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,757,756 | 203,644 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,215,578 | 213,312 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $19,908,101 | 216,793 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $19,931,725 | 216,767 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $17,674,104 | 214,700 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $19,635,973 | 217,742 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $17,134,825 | 220,895 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,117,610 | 224,667 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $18,584,745 | 265,042 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $17,999,085 | 278,107 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $19,743,832 | 281,051 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $20,014,687 | 287,650 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,267,157 | 283,814 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $19,173,416 | 281,962 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,567,464 | 274,400 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $19,269,822 | 265,754 | Shares | Sole | 2022-08-25 | |
| 2021-12-31 | $19,529,046 | 284,763 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $17,879,894 | 288,525 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $18,069,314 | 298,617 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,588,807 | 57,735 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,677,015 | 59,857 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,253,200 | 60,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $3,175,034 | 61,235 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,280,983 | 152,955 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||