Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$67,389,411
+$13,350,180 QoQ
Shares Held
704,100
+25.8% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#99
of 2,360 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $1,062,007,294 across 28 Utilities - Regulated Electric names. SO ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
14,085,938 | $236,925,477 | |
| 2 | EIX |
Edison International
|
1,589,708 | $118,353,760 | |
| 3 | ETR |
Entergy Corp /De/
|
759,555 | $87,242,487 | |
| 4 | XEL |
Xcel Energy Inc
|
959,135 | $77,018,540 | |
| 5 | SO |
Southern Co
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|
704,100 | $67,389,411 | |
| 6 | PPL |
PPL Corp
|
1,715,643 | $62,363,623 | |
| 7 | NEE |
Nextera Energy Inc
|
667,058 | $58,547,680 | |
| 8 | DUK |
Duke Energy CORP
|
454,558 | $57,537,951 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,389,411 | 704,100 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $54,039,231 | 559,876 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,960,332 | 114,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,407,850 | 278,652 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,459,838 | 266,360 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,656,497 | 105,019 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $10,634,476 | 117,925 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,093,748 | 15,246 | Shares | Defined | 2024-05-15 | |
| 2022-09-30 | $1,094,120 | 16,090 | Shares | Defined | 2022-11-14 | |
| 2021-03-31 | $254,856 | 4,100 | Shares | Defined | 2021-05-14 | |
| 2020-03-31 | $5,576,420 | 103,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||