Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,763,560
-$23,656,819 QoQ
Shares Held
28,632
-90.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 68.13006426376083.ToString("F0")%
Shared 0.ToString("F0")%
None 31.869935736239174.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $316,115,971 across 10 Utilities - Regulated Electric names. SO ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
739,190 | $85,576,026 | |
| 2 | NEE |
Nextera Energy Inc
|
829,101 | $77,006,900 | |
| 3 | ETR |
Entergy Corp /De/
|
552,366 | $62,063,843 | |
| 4 | IDA |
Idacorp Inc
|
280,497 | $40,102,656 | |
| 5 | NWE |
NorthWestern Energy Group, Inc.
|
351,913 | $23,205,143 | |
| 6 | DTE |
Dte Energy Co
|
88,186 | $12,894,556 | |
| 7 | LNT |
Alliant Energy Corp
|
135,642 | $9,733,669 | |
| 8 | SO |
Southern Co
This page
|
28,632 | $2,763,560 |
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,763,560 | 28,632 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,420,379 | 302,986 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $65,410,348 | 690,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $68,893,529 | 750,229 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $79,929,560 | 869,272 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $73,785,309 | 896,323 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,375,533 | 48,520 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $267,151 | 3,444 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $247,503 | 3,450 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $439,792 | 6,272 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $408,900 | 6,318 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $447,492 | 6,370 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $430,769 | 6,191 | Shares | Defined | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||