Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,524,059
+$193,587 QoQ
Shares Held
26,372
+9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#672
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. SO ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
This page
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in SO
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,524,059 | 26,372 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,330,472 | 24,145 | Shares | Other | 2026-05-06 | |
| 2025-12-31 | $1,979,436 | 22,700 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,342,996 | 24,723 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $2,068,743 | 22,528 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $2,235,118 | 24,308 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $3,827,958 | 46,501 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,124,381 | 45,735 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,481,881 | 44,887 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,171,984 | 44,240 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $906,160 | 12,948 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $651,084 | 10,095 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $915,292 | 13,117 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $709,922 | 10,203 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $892,623 | 12,500 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,063,996 | 15,647 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 SOLN | — | 2,000 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $1,156,646 | 16,220 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 SOLN | — | 2,000 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $1,064,661 | 14,683 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 SOLN | — | 2,000 | Shares | Defined | 2022-01-27 | |
| 2021-12-31 | $1,192,397 | 17,387 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 SOLN | — | 2,000 | Shares | Defined | 2021-11-12 | |
| 2021-09-30 | $1,021,325 | 16,481 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $495,030 | 8,181 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $370,658 | 5,963 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $611,778 | 9,959 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $667,066 | 12,303 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,553,381 | 261,396 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $12,940,813 | 239,025 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||