Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$185,556,900
+$16,048,123 QoQ
Shares Held
1,922,471
-1.1% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54.57231864615903.ToString("F0")%
Shared 0.ToString("F0")%
None 45.427681353840974.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026RHUMBLINE ADVISERS holds $2,088,784,927 across 39 Utilities - Regulated Electric names. SO ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,566,677 | $331,272,959 | |
| 2 | SO |
Southern Co
This page
|
1,922,471 | $185,556,900 | |
| 3 | DUK |
Duke Energy CORP
|
1,273,273 | $166,722,366 | |
| 4 | AEP |
American Electric Power Co Inc
|
861,402 | $112,912,574 | |
| 5 | EXC |
Exelon Corp
|
2,005,190 | $98,294,413 | |
| 6 | D |
Dominion Energy, Inc
|
1,498,472 | $92,635,539 | |
| 7 | ETR |
Entergy Corp /De/
|
784,859 | $88,186,757 | |
| 8 | ED |
Consolidated Edison Inc
|
759,771 | $85,990,881 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $185,556,900 | 1,922,471 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $169,508,777 | 1,943,908 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $183,537,362 | 1,936,661 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $176,578,805 | 1,922,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $180,690,761 | 1,965,098 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $168,361,440 | 2,045,207 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $186,385,647 | 2,066,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $165,209,982 | 2,129,818 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $155,058,190 | 2,161,391 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $148,647,598 | 2,119,903 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $137,331,956 | 2,121,940 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $146,083,540 | 2,079,481 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $147,184,383 | 2,115,326 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $150,157,448 | 2,102,751 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $139,105,764 | 2,045,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $140,107,962 | 1,964,773 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $132,311,027 | 1,824,728 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $124,617,198 | 1,817,107 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $111,197,108 | 1,794,370 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $110,314,570 | 1,823,080 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $115,738,066 | 1,861,938 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $121,515,665 | 1,978,116 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $108,378,134 | 1,998,859 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $104,135,902 | 2,008,407 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $105,995,941 | 1,957,812 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||