Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,880,235
+$956,652 QoQ
Shares Held
71,283
+4.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Advisors Asset Management, Inc. holds $121,454,108 across 32 Utilities - Regulated Electric names. SO ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
242,947 | $22,564,917 | |
| 2 | EIX |
Edison International
|
175,273 | $12,826,478 | |
| 3 | D |
Dominion Energy, Inc
|
183,839 | $11,364,926 | |
| 4 | SO |
Southern Co
This page
|
71,283 | $6,880,235 | |
| 5 | ETR |
Entergy Corp /De/
|
57,901 | $6,505,756 | |
| 6 | DUK |
Duke Energy CORP
|
49,008 | $6,417,107 | |
| 7 | EXC |
Exelon Corp
|
111,034 | $5,442,886 | |
| 8 | POR |
Portland General Electric Co /Or/
|
85,363 | $4,504,605 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,880,235 | 71,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,923,583 | 67,931 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,948,144 | 62,764 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,391,706 | 58,714 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,722,000 | 51,354 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,066,690 | 49,401 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,307,086 | 47,761 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,948,933 | 50,908 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,796,480 | 52,920 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,287,838 | 61,150 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,333,651 | 66,960 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,134,502 | 73,089 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,070,433 | 72,872 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,800,822 | 67,229 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,167,312 | 61,284 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,445,608 | 62,342 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $4,538,908 | 62,597 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $4,093,334 | 59,687 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,832,410 | 61,843 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,506,954 | 91,009 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $6,159,123 | 99,085 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,885,381 | 112,085 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,208,670 | 169,839 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $11,488,560 | 221,573 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $15,195,257 | 280,666 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||