Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$51,904,202
-$13,992,317 QoQ
Shares Held
542,307
-20.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#123
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,551,887,230 across 26 Utilities - Regulated Electric names. SO ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,165,403 | $979,987,417 | |
| 2 | ES |
Eversource Energy
|
1,186,578 | $85,753,991 | |
| 3 | DUK |
Duke Energy CORP
|
571,238 | $72,307,305 | |
| 4 | ED |
Consolidated Edison Inc
|
610,473 | $67,536,627 | |
| 5 | SO |
Southern Co
This page
|
542,307 | $51,904,202 | |
| 6 | IDA |
Idacorp Inc
|
331,301 | $50,125,841 | |
| 7 | EXC |
Exelon Corp
|
929,291 | $43,323,545 | |
| 8 | LNT |
Alliant Energy Corp
|
414,526 | $31,624,186 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,904,202 | 542,307 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $65,896,519 | 682,724 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,903,311 | 331,460 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,718,569 | 640,694 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $55,667,069 | 606,197 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $56,714,391 | 616,796 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $41,275,577 | 501,404 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $49,375,172 | 547,518 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,245,497 | 183,647 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,454,350 | 173,604 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,775,581 | 182,196 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,053,839 | 186,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,802,156 | 196,472 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,981,472 | 200,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,777,089 | 248,944 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,372,108 | 152,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,663,676 | 163,563 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $9,300,928 | 128,271 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,459,377 | 108,769 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,222,736 | 132,689 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,213,675 | 152,267 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $11,199,863 | 180,178 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $9,164,065 | 149,179 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,495,588 | 138,244 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,336,515 | 141,495 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,347,948 | 98,780 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||