Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$844,856,443
+$153,176,979 QoQ
Shares Held
8,753,175
+10.4% QoQ
Ownership
0.776%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.49136741810828.ToString("F0")%
Shared 0.7842982689138512.ToString("F0")%
None 1.7243343129778623.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Sep 30, 2024CallValue
$22,526,964
CallShares
249,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ROYAL BANK OF CANADA holds $10,151,020,306 across 40 Utilities - Regulated Electric names. SO ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
35,241,451 | $1,966,120,547 | |
| 2 | NEE |
Nextera Energy Inc
|
19,364,181 | $1,798,545,124 | |
| 3 | DUK |
Duke Energy CORP
|
7,893,389 | $1,033,560,349 | |
| 4 | EMA |
Emera Inc
|
17,598,886 | $912,854,211 | |
| 5 | SO |
Southern Co
This page
|
8,753,175 | $844,856,443 | |
| 6 | AEP |
American Electric Power Co Inc
|
5,998,367 | $786,265,940 | |
| 7 | XEL |
Xcel Energy Inc
|
3,872,314 | $307,616,620 | |
| 8 | D |
Dominion Energy, Inc
|
4,066,193 | $251,372,048 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $844,856,443 | 8,753,175 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $691,679,464 | 7,932,104 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $989,400,593 | 10,440,019 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $858,764,678 | 9,351,679 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $838,741,688 | 9,121,715 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $697,744,149 | 8,475,998 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,526,964 | 249,800 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $667,783,525 | 7,405,007 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $552,570,511 | 7,123,508 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $244,059,117 | 3,401,995 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $249,346,925 | 3,556,003 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $206,873,074 | 3,196,432 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $204,067,396 | 2,904,874 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $190,779,381 | 2,741,871 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $243,886,997 | 3,415,306 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $194,329,584 | 2,857,788 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $174,901,534 | 2,452,693 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $172,645,292 | 2,380,986 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $176,227,690 | 2,569,666 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $177,538,094 | 2,864,904 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $195,988,195 | 3,238,939 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $153,261,629 | 2,465,599 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $251,808,938 | 4,099,120 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $150,513,088 | 2,775,970 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $140,398,130 | 2,707,775 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $119,171,338 | 2,201,170 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||