Position in SO
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$6,696,924
-$228,289 QoQ
Shares Held
69,971
-2.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#419
of 2,354 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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. SO ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
This page
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,696,924 | 69,971 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,925,213 | 71,749 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,459,601 | 74,078 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $7,285,254 | 76,873 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,229,775 | 78,730 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $7,350,850 | 79,944 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $6,918,913 | 84,049 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,850,710 | 87,056 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $6,729,275 | 86,751 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $6,248,338 | 87,097 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $6,043,081 | 86,182 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $5,672,708 | 87,650 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $6,290,957 | 89,551 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $6,248,771 | 89,807 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $6,326,497 | 88,594 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $6,006,508 | 88,331 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $6,826,149 | 95,725 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,916,438 | 95,386 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $6,565,506 | 95,735 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,842,221 | 94,275 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,587,977 | 92,348 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,571,090 | 89,625 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,227,447 | 85,096 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,695,180 | 86,595 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $4,505,194 | 86,889 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,487,069 | 82,879 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||