Position in SO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$139,545,237
+$11,433,614 QoQ
Shares Held
1,445,765
-1.6% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. SO ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
This page
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,545,237 | 1,445,765 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $128,111,623 | 1,469,170 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $134,452,283 | 1,418,722 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $130,881,166 | 1,425,255 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $123,289,226 | 1,340,829 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $110,818,277 | 1,346,189 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $121,835,434 | 1,351,025 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $100,703,390 | 1,298,226 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $93,408,134 | 1,302,037 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $90,766,833 | 1,294,450 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $84,099,432 | 1,299,435 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $91,569,470 | 1,303,480 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $93,379,212 | 1,342,041 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $94,418,730 | 1,322,206 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $90,043,832 | 1,324,174 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $89,519,079 | 1,255,351 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $89,525,486 | 1,234,664 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $85,694,206 | 1,249,551 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $79,052,959 | 1,275,665 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $76,479,012 | 1,263,907 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $82,503,684 | 1,343,052 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $77,676,818 | 1,432,623 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $79,115,788 | 1,525,859 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $79,355,650 | 1,465,749 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||