Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$100,137,279
+$8,813,504 QoQ
Shares Held
1,037,477
-0.9% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026ZACKS INVESTMENT MANAGEMENT holds $277,447,288 across 15 Utilities - Regulated Electric names. SO ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
791,132 | $103,701,581 | |
| 2 | SO |
Southern Co
This page
|
1,037,477 | $100,137,279 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
690,860 | $55,925,116 | |
| 4 | AEE |
Ameren Corp
|
56,040 | $6,159,916 | |
| 5 | EIX |
Edison International
|
71,487 | $5,231,418 | |
| 6 | NEE |
Nextera Energy Inc
|
23,301 | $2,164,196 | |
| 7 | ES |
Eversource Energy
|
13,507 | $935,764 | |
| 8 | DUK |
Duke Energy CORP
|
4,665 | $610,835 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,137,279 | 1,037,477 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $91,323,775 | 1,047,291 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $100,278,221 | 1,058,122 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $120,531,099 | 1,312,546 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $119,599,548 | 1,300,702 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $105,740,122 | 1,284,501 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $128,687,220 | 1,427,004 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,720,656 | 1,285,557 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $88,808,739 | 1,237,925 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $84,395,380 | 1,203,585 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,995,084 | 1,236,018 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,527,768 | 1,231,712 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $85,017,297 | 1,221,864 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $84,071,635 | 1,177,309 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $77,083,032 | 1,133,574 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $77,606,316 | 1,088,295 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,914,243 | 1,005,575 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $64,748,984 | 944,138 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $57,601,238 | 929,502 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $54,615,418 | 902,585 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $53,287,592 | 857,265 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $58,115,237 | 946,040 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $52,814,454 | 974,077 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $48,858,358 | 942,302 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $53,600,982 | 990,044 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||