Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,775,546
+$1,259,323 QoQ
Shares Held
49,896
+37.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#492
of 2,360 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CAPITAL INTERNATIONAL SARL holds $16,733,993 across 9 Utilities - Regulated Electric names. SO ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
127,274 | $5,605,146 | |
| 2 | SO |
Southern Co
This page
|
49,896 | $4,775,546 | |
| 3 | DTE |
Dte Energy Co
|
14,023 | $2,136,684 | |
| 4 | FE |
Firstenergy Corp
|
38,917 | $1,850,114 | |
| 5 | D |
Dominion Energy, Inc
|
9,795 | $668,900 | |
| 6 | NEE |
Nextera Energy Inc
|
7,611 | $668,017 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
4,211 | $450,577 | |
| 8 | XEL |
Xcel Energy Inc
|
4,324 | $347,217 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,775,546 | 49,896 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,516,223 | 36,430 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,951,274 | 22,377 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,560,388 | 16,465 | Shares | Defined | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||