Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,463,178
+$5,647,541 QoQ
Shares Held
77,977
+314.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#384
of 2,354 holders
Holding Since
Mar 2020
23 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, 2026ALPS ADVISORS INC holds $261,847,125 across 31 Utilities - Regulated Electric names. SO ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
473,785 | $32,354,777 | |
| 2 | EIX |
Edison International
|
429,384 | $31,967,638 | |
| 3 | ES |
Eversource Energy
|
441,320 | $31,894,196 | |
| 4 | EVRG |
Evergy, Inc.
|
352,276 | $30,447,214 | |
| 5 | FE |
Firstenergy Corp
|
636,214 | $30,245,613 | |
| 6 | NEE |
Nextera Energy Inc
|
120,963 | $10,616,922 | |
| 7 | DUK |
Duke Energy CORP
|
62,696 | $7,936,059 | |
| 8 | SO |
Southern Co
This page
|
77,977 | $7,463,178 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,463,178 | 77,977 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $1,815,637 | 18,811 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,172,229 | 13,443 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $898,988 | 9,486 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $818,205 | 8,910 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $367,708 | 3,999 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $329,280 | 4,000 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $360,720 | 4,000 | Shares | Defined | 2024-11-12 | |
| 2023-09-30 | $21,494,094 | 332,109 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $22,848,812 | 325,250 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $26,516,590 | 381,095 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $26,303,516 | 368,345 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $21,097,476 | 310,257 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,700,143 | 346,377 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $25,523,302 | 351,997 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,492,729 | 357,141 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $21,622,572 | 348,920 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $24,147,181 | 399,061 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $24,359,882 | 391,890 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $21,244,152 | 345,827 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $19,459,774 | 358,904 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $18,258,199 | 352,135 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $23,128,769 | 427,203 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||