Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,726,659
-$621,180 QoQ
Shares Held
38,937
-13.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#541
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. SO ranks #3 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
This page
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
|
8,742 | $988,195 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,726,659 | 38,937 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,347,839 | 45,046 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,567,797 | 52,383 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,450,127 | 57,509 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $5,784,371 | 62,990 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $5,886,454 | 64,018 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $5,297,127 | 64,348 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $5,903,091 | 65,459 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $5,195,250 | 66,975 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $5,090,167 | 70,953 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $6,002,061 | 85,597 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $6,629,204 | 102,429 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $7,649,100 | 108,884 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $7,579,905 | 108,938 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $7,542,323 | 105,620 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $8,463,076 | 124,457 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $8,377,569 | 117,481 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $8,336,909 | 114,976 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $8,092,233 | 117,997 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $5,631,894 | 90,881 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $5,471,072 | 90,416 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,528,820 | 88,945 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $5,378,625 | 87,557 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,898,593 | 108,790 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $5,640,760 | 108,790 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $5,702,023 | 105,320 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||