Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$950,304
-$8,042 QoQ
Shares Held
9,929
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,046
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HM PAYSON & CO holds $18,652,682 across 29 Utilities - Regulated Electric names. SO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
91,564 | $8,036,572 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
12,792 | $1,493,721 | |
| 3 | AEP |
American Electric Power Co Inc
|
10,355 | $1,416,667 | |
| 4 | D |
Dominion Energy, Inc
|
18,239 | $1,245,541 | |
| 5 | ED |
Consolidated Edison Inc
|
11,196 | $1,238,613 | |
| 6 | SO |
Southern Co
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|
9,929 | $950,304 | |
| 7 | DUK |
Duke Energy CORP
|
7,469 | $945,425 | |
| 8 | ETR |
Entergy Corp /De/
|
7,712 | $885,799 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950,304 | 9,929 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $958,346 | 9,929 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $933,824 | 10,709 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,135,060 | 11,977 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $909,758 | 9,907 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $889,891 | 9,678 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $727,543 | 8,838 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $828,302 | 9,185 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $806,805 | 10,401 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $705,419 | 9,833 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $713,890 | 10,181 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $738,325 | 11,408 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $801,412 | 11,408 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $812,416 | 11,676 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $870,559 | 12,191 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $856,120 | 12,590 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $897,792 | 12,590 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $923,052 | 12,730 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $886,670 | 12,929 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $819,801 | 13,229 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $800,426 | 13,228 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $820,387 | 13,198 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $819,046 | 13,333 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $756,911 | 13,960 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $744,462 | 14,358 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $884,972 | 16,346 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||