Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$22,042,970
+$649,602 QoQ
Shares Held
230,310
+3.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#204
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $141,189,717 across 35 Utilities - Regulated Electric names. SO ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
391,163 | $34,332,376 | |
| 2 | SO |
Southern Co
This page
|
230,310 | $22,042,970 | |
| 3 | DUK |
Duke Energy CORP
|
151,357 | $19,158,769 | |
| 4 | AEP |
American Electric Power Co Inc
|
63,355 | $8,667,597 | |
| 5 | D |
Dominion Energy, Inc
|
101,559 | $6,935,464 | |
| 6 | XEL |
Xcel Energy Inc
|
82,803 | $6,649,080 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
44,897 | $5,242,622 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
60,227 | $4,888,023 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,042,970 | 230,310 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $21,393,368 | 221,647 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $19,853,085 | 227,673 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $19,987,277 | 210,903 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,582,839 | 213,251 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,917,101 | 194,857 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $15,568,193 | 189,118 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $17,035,813 | 188,909 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $14,289,635 | 184,216 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $12,182,671 | 169,817 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,422,739 | 177,164 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $11,847,966 | 183,065 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,246,972 | 188,569 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $12,873,343 | 185,015 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $12,149,697 | 170,140 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $17,040,800 | 250,600 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,120,635 | 268,134 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $19,291,793 | 266,057 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $18,863,271 | 275,055 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $18,379,744 | 296,591 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $17,179,817 | 283,917 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,765,360 | 269,713 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,225,897 | 231,579 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,129,101 | 242,145 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,639,785 | 243,776 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $13,050,663 | 241,054 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||