Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$58,343,284
-$95,180,559 QoQ
Shares Held
609,584
-61.7% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#112
of 2,360 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, 2026PRUDENTIAL FINANCIAL INC holds $910,888,919 across 31 Utilities - Regulated Electric names. SO ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,744,393 | $153,105,372 | |
| 2 | DUK |
Duke Energy CORP
|
1,154,750 | $146,168,254 | |
| 3 | PCG |
PG&E Corp
|
5,090,377 | $85,620,140 | |
| 4 | AEP |
American Electric Power Co Inc
|
608,987 | $83,315,511 | |
| 5 | SO |
Southern Co
This page
|
609,584 | $58,343,284 | |
| 6 | EIX |
Edison International
|
593,145 | $44,159,644 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
457,776 | $37,153,099 | |
| 8 | D |
Dominion Energy, Inc
|
416,352 | $28,432,677 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,343,284 | 609,584 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||