Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,869,850
-$2,737,408 QoQ
Shares Held
82,226
-25.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#368
of 2,354 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, 2026ALERUS FINANCIAL NA holds $26,820,908 across 15 Utilities - Regulated Electric names. SO ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
82,226 | $7,869,850 | |
| 2 | LNT |
Alliant Energy Corp
|
48,262 | $3,681,907 | |
| 3 | EIX |
Edison International
|
31,195 | $2,322,467 | |
| 4 | EVRG |
Evergy, Inc.
|
26,845 | $2,320,213 | |
| 5 | D |
Dominion Energy, Inc
|
33,673 | $2,299,529 | |
| 6 | ES |
Eversource Energy
|
30,498 | $2,204,090 | |
| 7 | FE |
Firstenergy Corp
|
44,537 | $2,117,288 | |
| 8 | DUK |
Duke Energy CORP
|
14,691 | $1,859,586 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,869,850 | 82,226 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,607,258 | 109,897 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,916,587 | 148,126 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,833,292 | 145,967 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,468,861 | 135,782 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,311,277 | 133,891 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,808,674 | 119,153 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,733,764 | 119,026 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,146,311 | 130,802 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,273,040 | 129,259 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,386,108 | 91,074 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,794,058 | 89,525 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,603,781 | 94,004 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,278,551 | 90,235 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,146,044 | 86,067 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,935,312 | 87,284 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,259,948 | 87,785 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,182,695 | 99,058 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,713,914 | 68,736 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,562,645 | 41,353 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,413,078 | 39,879 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,255,535 | 68,461 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,978,145 | 64,759 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,892,833 | 71,797 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,658,691 | 70,563 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,680,491 | 67,981 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||