Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,810,739
+$2,339,628 QoQ
Shares Held
184,529
+4.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026&PARTNERS holds $260,385,801 across 29 Utilities - Regulated Electric names. SO ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
847,957 | $78,758,246 | |
| 2 | AEP |
American Electric Power Co Inc
|
281,334 | $36,877,260 | |
| 3 | DUK |
Duke Energy CORP
|
215,728 | $28,247,424 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
157,854 | $18,274,757 | |
| 5 | SO |
Southern Co
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|
184,529 | $17,810,739 | |
| 6 | XEL |
Xcel Energy Inc
|
132,028 | $10,488,304 | |
| 7 | D |
Dominion Energy, Inc
|
133,186 | $8,233,558 | |
| 8 | ETR |
Entergy Corp /De/
|
64,896 | $7,291,714 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,810,739 | 184,529 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,471,111 | 177,421 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,118,089 | 159,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,232,152 | 144,094 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,377,709 | 123,738 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,391,312 | 114,083 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,764,311 | 75,009 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,344,042 | 43,110 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,239,523 | 17,278 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $681,145 | 9,714 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $613,675 | 9,482 | Shares | Sole | 2023-10-06 | |
| 2023-06-30 | $662,457 | 9,430 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $489,495 | 7,035 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $507,153 | 7,102 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $503,336 | 7,402 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $527,836 | 7,402 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $487,122 | 6,718 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $263,552 | 3,843 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $238,150 | 3,843 | Shares | Sole | 2021-10-07 | |
| No filing history on record for this holder in this stock. | ||||||