Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$188,289,325
+$2,732,425 QoQ
Shares Held
1,967,290
+2.3% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#55
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,107,473,063 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
|
3,600,603 | $316,024,925 | |
| 2 | SO |
Southern Co
This page
|
1,967,290 | $188,289,325 | |
| 3 | DUK |
Duke Energy CORP
|
1,282,896 | $162,388,975 | |
| 4 | AEP |
American Electric Power Co Inc
|
869,280 | $118,926,196 | |
| 5 | D |
Dominion Energy, Inc
|
1,514,179 | $103,403,283 | |
| 6 | ETR |
Entergy Corp /De/
|
805,926 | $92,568,660 | |
| 7 | EXC |
Exelon Corp
|
1,980,007 | $92,307,926 | |
| 8 | ED |
Consolidated Edison Inc
|
782,005 | $86,513,213 |
All Filings in SO
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,289,325 | 1,967,290 | Shares | Sole | 2026-08-12 | |
| 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 SOJE | $318,250 | 16,750 | Shares | Sole | 2022-11-10 | |
| 2022-09-30 | $139,105,764 | 2,045,673 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SOJE | $273,843 | 14,375 | Shares | Sole | 2022-08-11 | |
| 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. | ||||||