Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,901,029
-$6,781,289 QoQ
Shares Held
195,825
-33.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $129,261,232 across 34 Utilities - Regulated Electric names. SO ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
153,564 | $20,107,669 | |
| 2 | SO |
Southern Co
This page
|
195,825 | $18,901,029 | |
| 3 | D |
Dominion Energy, Inc
|
230,064 | $14,222,555 | |
| 4 | NEE |
Nextera Energy Inc
|
131,126 | $12,178,982 | |
| 5 | LNT |
Alliant Energy Corp
|
99,509 | $7,140,765 | |
| 6 | EVRG |
Evergy, Inc.
|
76,531 | $6,269,419 | |
| 7 | AEP |
American Electric Power Co Inc
|
47,407 | $6,214,108 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
52,800 | $6,112,655 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,901,029 | 195,825 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,682,318 | 294,522 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,355,373 | 299,202 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,757,517 | 291,381 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $25,214,712 | 274,222 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $22,248,379 | 270,267 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $23,354,094 | 258,972 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $21,554,143 | 277,867 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $19,937,335 | 277,911 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $19,841,575 | 282,966 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $18,794,040 | 290,390 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $19,044,775 | 271,100 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $18,005,286 | 258,771 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $8,103,606 | 113,480 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $8,076,632 | 118,774 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $8,545,719 | 119,839 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $8,591,129 | 118,482 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,195,480 | 134,084 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,216,540 | 132,589 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,022,960 | 132,589 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $7,337,055 | 118,035 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $386,271 | 6,288 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,487,192 | 82,759 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||