Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,436,760
-$4,045,929 QoQ
Shares Held
97,770
-36.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026BAILLIE GIFFORD & CO holds $70,060,044 across 7 Utilities - Regulated Electric names. SO ranks #6 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
328,933 | $14,196,748 | |
| 2 | NEE |
Nextera Energy Inc
|
141,615 | $13,153,201 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
95,242 | $11,026,166 | |
| 4 | EXC |
Exelon Corp
|
217,869 | $10,679,938 | |
| 5 | FTS |
Fortis Inc.
|
182,544 | $10,184,129 | |
| 6 | SO |
Southern Co
This page
|
97,770 | $9,436,760 | |
| 7 | EIX |
Edison International
|
18,900 | $1,383,102 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,436,760 | 97,770 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $13,482,689 | 154,618 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $14,474,221 | 152,730 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $2,017,688 | 21,972 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $2,265,556 | 24,639 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $2,028,282 | 24,639 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,004,791 | 22,231 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $1,724,458 | 22,231 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $1,255,450 | 17,500 | Shares | Defined | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||