Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$65,518,376
+$37,684,132 QoQ
Shares Held
684,551
+137.4% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#103
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SG Americas Securities, LLC holds $932,959,550 across 33 Utilities - Regulated Electric names. SO ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,894,077 | $254,013,138 | |
| 2 | EIX |
Edison International
|
1,584,556 | $117,970,194 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
952,191 | $77,279,821 | |
| 4 | PPL |
PPL Corp
|
2,033,990 | $73,935,536 | |
| 5 | SO |
Southern Co
This page
|
684,551 | $65,518,376 | |
| 6 | FE |
Firstenergy Corp
|
890,218 | $42,320,963 | |
| 7 | DUK |
Duke Energy CORP
|
321,004 | $40,632,686 | |
| 8 | EXC |
Exelon Corp
|
687,094 | $32,032,322 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,518,376 | 684,551 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $27,834,244 | 288,378 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $27,125,740 | 311,075 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $59,363,454 | 626,395 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,481,292 | 114,138 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,815,391 | 128,498 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,482,218 | 42,301 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $25,777,862 | 285,849 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $16,607,737 | 214,100 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $10,837,116 | 151,061 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,043,231 | 186,013 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $17,154,618 | 265,059 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,935,633 | 84,493 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $908,297 | 13,054 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $943,611 | 13,214 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,840,912 | 56,484 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $3,710,259 | 52,030 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $291,272 | 4,017 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,267,049 | 33,057 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $35,159,299 | 567,360 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $37,706,382 | 623,143 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,869,205 | 158,771 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,150,835 | 181,521 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $24,676,985 | 455,127 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,494,700 | 105,973 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $18,264,670 | 337,360 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||