Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,736,829,328
+$359,833,628 QoQ
Shares Held
28,355,049
+4.0% QoQ
Ownership
2.52%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.92433799003486.ToString("F0")%
Shared 0.ToString("F0")%
None 0.07566200996513883.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $30,741,032,834 across 35 Utilities - Regulated Electric names. SO ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
48,320,084 | $4,487,969,401 | |
| 2 | SO |
Southern Co
This page
|
28,355,049 | $2,736,829,328 | |
| 3 | DUK |
Duke Energy CORP
|
20,047,801 | $2,625,059,062 | |
| 4 | AEP |
American Electric Power Co Inc
|
14,222,791 | $1,864,323,443 | |
| 5 | EXC |
Exelon Corp
|
31,725,739 | $1,555,195,724 | |
| 6 | XEL |
Xcel Energy Inc
|
16,994,532 | $1,350,045,621 | |
| 7 | ETR |
Entergy Corp /De/
|
11,828,180 | $1,329,014,304 | |
| 8 | D |
Dominion Energy, Inc
|
19,061,043 | $1,178,353,677 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,736,829,328 | 28,355,049 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,376,995,700 | 27,259,125 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,546,874,093 | 26,874,265 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,388,215,371 | 26,006,919 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,369,123,656 | 25,765,347 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,062,133,204 | 25,050,209 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,211,334,350 | 24,521,339 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,818,672,942 | 23,445,571 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,591,259,272 | 22,180,921 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,438,650,357 | 20,516,976 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,302,417,125 | 20,123,874 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,392,081,306 | 19,816,104 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,347,318,800 | 19,363,593 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,393,523,518 | 19,514,403 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,287,206,680 | 18,929,510 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,303,456,521 | 18,278,734 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,274,654,957 | 17,579,023 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,136,001,776 | 16,564,622 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $996,717,114 | 16,083,865 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $961,444,418 | 15,889,017 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $949,917,371 | 15,281,811 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $918,909,009 | 14,958,636 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $803,332,683 | 14,816,169 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $771,316,607 | 14,875,923 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $812,591,537 | 15,009,079 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||