Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,097,771
+$201,829 QoQ
Shares Held
21,918
+11.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#737
of 2,360 holders
Holding Since
Mar 2020
17 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, 2026Altshuler Shaham Ltd holds $137,131,103 across 9 Utilities - Regulated Electric names. SO ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,406,591 | $123,456,492 | |
| 2 | AEP |
American Electric Power Co Inc
|
28,792 | $3,939,033 | |
| 3 | D |
Dominion Energy, Inc
|
50,022 | $3,416,002 | |
| 4 | SO |
Southern Co
This page
|
21,918 | $2,097,771 | |
| 5 | ETR |
Entergy Corp /De/
|
11,490 | $1,319,741 | |
| 6 | XEL |
Xcel Energy Inc
|
13,765 | $1,105,329 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,874 | $1,036,216 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
8,956 | $726,868 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,097,771 | 21,918 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,895,942 | 19,643 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,505,682 | 17,267 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,508,548 | 15,918 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,027,761 | 11,192 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $369,087 | 4,014 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $125,373 | 1,523 | Shares | Defined | 2025-02-13 | |
| 2024-03-31 | $25,252 | 352 | Shares | Defined | 2024-05-15 | |
| 2023-03-31 | $44,600 | 641 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $48,630 | 681 | Shares | Defined | 2023-05-09 | |
| 2022-09-30 | $49,096 | 722 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $58,902 | 826 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $69,682 | 961 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $77,563 | 1,131 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $69,220 | 1,117 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $64,382 | 1,064 | Shares | Defined | 2021-08-16 | |
| 2020-03-31 | $6,171 | 114 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||