Position in SO
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$9,422,606,411
-$662,278,976 QoQ
Shares Held
108,057,413
+1.5% QoQ
Ownership
9.59%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Dec 31, 2025VANGUARD GROUP INC holds $120,864,809,954 across 38 Utilities - Regulated Electric names. SO ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
216,033,697 | $17,343,185,191 | |
| 2 | SO |
Southern Co
This page
|
108,057,413 | $9,422,606,411 | |
| 3 | DUK |
Duke Energy CORP
|
78,258,757 | $9,172,708,903 | |
| 4 | D |
Dominion Energy, Inc
|
107,099,758 | $6,274,974,818 | |
| 5 | AEP |
American Electric Power Co Inc
|
52,496,895 | $6,053,416,959 | |
| 6 | XEL |
Xcel Energy Inc
|
77,610,805 | $5,732,334,056 | |
| 7 | EXC |
Exelon Corp
|
131,118,541 | $5,715,457,200 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
67,498,821 | $5,420,155,324 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $9,422,606,411 | 108,057,413 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $10,084,885,387 | 106,414,323 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $9,725,186,632 | 105,904,243 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,582,125,773 | 104,210,177 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,461,710,088 | 102,790,453 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $9,206,659,353 | 102,092,031 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,816,258,590 | 100,763,937 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $7,180,430,340 | 100,089,634 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $6,984,552,434 | 99,608,563 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $6,444,342,876 | 99,572,665 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $6,970,250,098 | 99,220,642 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,886,606,255 | 98,973,933 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $6,992,054,805 | 97,914,225 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $6,436,361,296 | 94,652,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,650,424,792 | 93,260,760 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,645,243,118 | 91,645,885 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,224,612,195 | 90,764,249 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,615,970,392 | 90,624,018 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,456,501,289 | 90,175,199 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,576,007,226 | 89,704,106 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,492,106,268 | 89,404,302 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,934,625,905 | 91,011,175 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,758,666,068 | 91,777,552 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,014,604,616 | 92,622,915 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||