Position in SO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$182,398,860
+$26,621,294 QoQ
Shares Held
1,889,752
+5.8% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.95753728531574.ToString("F0")%
Shared 0.ToString("F0")%
None 3.042462714684255.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FEDERATED HERMES, INC. holds $3,021,253,819 across 31 Utilities - Regulated Electric names. SO ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
3,817,183 | $499,821,940 | |
| 2 | FE |
Firstenergy Corp
|
9,754,128 | $494,144,123 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,423,763 | $396,369,040 | |
| 4 | PPL |
PPL Corp
|
8,216,966 | $313,888,100 | |
| 5 | EVRG |
Evergy, Inc.
|
3,711,940 | $304,082,123 | |
| 6 | XEL |
Xcel Energy Inc
|
2,912,161 | $231,342,069 | |
| 7 | SO |
Southern Co
This page
|
1,889,752 | $182,398,860 | |
| 8 | NGG |
National Grid PLC
|
2,142,131 | $181,224,281 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,398,860 | 1,889,752 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $155,777,566 | 1,786,440 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $185,568,946 | 1,958,098 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $215,212,418 | 2,343,596 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $280,106,640 | 3,046,293 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $240,825,265 | 2,925,477 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $266,271,148 | 2,952,663 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $373,915,789 | 4,820,366 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $422,601,112 | 5,890,732 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $433,004,251 | 6,175,189 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $439,004,496 | 6,783,135 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $477,716,789 | 6,800,239 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $529,770,012 | 7,613,826 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $403,043,966 | 5,644,083 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $361,861,728 | 5,321,496 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $371,788,660 | 5,213,696 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $398,960,605 | 5,502,146 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $450,010,780 | 6,561,837 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $398,903,057 | 6,437,035 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $398,154,165 | 6,579,973 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $404,764,224 | 6,511,651 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $398,992,026 | 6,495,068 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $352,191,214 | 6,495,596 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $340,236,121 | 6,561,931 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $286,275,968 | 5,287,698 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||