Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$153,523,843
+$68,684,784 QoQ
Shares Held
1,590,591
+63.5% QoQ
Ownership
0.141%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.13403257028362.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8659674297163757.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PRUDENTIAL FINANCIAL INC holds $998,027,178 across 31 Utilities - Regulated Electric names. SO ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,190,230 | $156,015,347 | |
| 2 | SO |
Southern Co
This page
|
1,590,591 | $153,523,843 | |
| 3 | NEE |
Nextera Energy Inc
|
1,389,661 | $129,071,713 | |
| 4 | PCG |
PG&E Corp
|
5,721,712 | $100,530,479 | |
| 5 | DUK |
Duke Energy CORP
|
433,397 | $56,749,002 | |
| 6 | EXC |
Exelon Corp
|
985,866 | $48,327,151 | |
| 7 | DTE |
Dte Energy Co
|
300,583 | $43,951,246 | |
| 8 | ETR |
Entergy Corp /De/
|
288,357 | $32,399,792 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,523,843 | 1,590,591 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $84,839,059 | 972,925 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $106,868,527 | 1,127,662 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $106,929,697 | 1,164,431 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $55,699,447 | 605,758 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $49,353,555 | 599,533 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $63,308,702 | 702,026 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $55,266,607 | 712,474 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $56,938,315 | 793,676 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $58,837,199 | 839,093 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $63,878,833 | 987,003 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $69,733,028 | 992,641 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $70,087,514 | 1,007,294 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $69,866,542 | 978,386 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $62,768,624 | 923,068 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $68,313,337 | 957,977 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $100,502,483 | 1,386,050 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $95,945,407 | 1,399,029 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $76,954,840 | 1,241,808 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,068,802 | 1,273,654 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $64,648,947 | 1,040,041 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $54,046,846 | 879,812 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $461,900 | 8,519 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $279,938 | 5,399 | Shares | Defined | 2021-08-05 | |
| 2020-03-31 | $181,423 | 3,351 | Shares | Defined | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||