Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,870,511
-$61,230 QoQ
Shares Held
40,440
-0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#536
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 51%
Shared 25%
None 24%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. SO ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
This page
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,870,511 | 40,440 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $3,931,741 | 40,735 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,443,964 | 39,495 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,737,443 | 39,437 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,679,444 | 40,068 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $3,685,999 | 40,087 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,458,674 | 42,015 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $3,819,934 | 42,359 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $4,018,125 | 51,800 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,733,707 | 52,045 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $3,600,591 | 51,349 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,057,048 | 47,235 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,627,420 | 37,401 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,472,594 | 35,536 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $2,423,083 | 33,932 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,222,776 | 17,982 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,321,017 | 18,525 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,343,247 | 18,525 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $960,050 | 13,999 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $890,136 | 14,364 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $891,190 | 14,728 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $915,491 | 14,728 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $950,506 | 15,473 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $881,562 | 16,259 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $887,153 | 17,110 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $932,073 | 17,216 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||