Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,421,688
+$51,764,308 QoQ
Shares Held
1,697,019
+48.0% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#60
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NATIXIS ADVISORS, LLC holds $1,362,586,952 across 31 Utilities - Regulated Electric names. SO ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
2,444,770 | $202,598,089 | |
| 2 | NEE |
Nextera Energy Inc
|
2,063,971 | $181,154,734 | |
| 3 | SO |
Southern Co
This page
|
1,697,019 | $162,421,688 | |
| 4 | DUK |
Duke Energy CORP
|
1,025,515 | $129,809,688 | |
| 5 | AEP |
American Electric Power Co Inc
|
701,541 | $95,977,824 | |
| 6 | D |
Dominion Energy, Inc
|
1,390,897 | $94,984,356 | |
| 7 | DTE |
Dte Energy Co
|
454,932 | $69,317,988 | |
| 8 | ETR |
Entergy Corp /De/
|
558,444 | $64,142,877 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,421,688 | 1,697,019 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $110,657,380 | 1,146,471 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $90,050,568 | 1,032,690 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $116,265,162 | 1,226,814 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $108,931,684 | 1,186,232 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $100,955,123 | 1,097,935 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $84,733,457 | 1,029,318 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $92,146,014 | 1,021,801 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $74,701,383 | 963,019 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $68,953,833 | 961,163 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $65,996,242 | 941,190 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $58,546,876 | 904,618 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $59,953,457 | 853,430 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $55,268,507 | 794,316 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $54,091,432 | 757,477 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $49,833,596 | 732,847 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $48,998,955 | 687,126 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $46,798,461 | 645,407 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $45,738,745 | 666,940 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $38,220,493 | 616,758 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,140,274 | 580,735 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $34,312,506 | 552,003 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $31,663,970 | 515,448 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,623,741 | 454,145 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $24,556,678 | 473,610 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $17,522,898 | 323,659 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||