Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$165,709,589
+$9,593,250 QoQ
Shares Held
1,716,842
-4.1% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.267100874745609.ToString("F0")%
Shared 84.73289912525439.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, 2026Energy Income Partners, LLC holds $1,886,015,406 across 21 Utilities - Regulated Electric names. SO ranks #1 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
1,716,842 | $165,709,589 | |
| 2 | PPL |
PPL Corp
|
4,014,732 | $153,362,761 | |
| 3 | ETR |
Entergy Corp /De/
|
1,305,538 | $146,690,249 | |
| 4 | DUK |
Duke Energy CORP
|
1,038,588 | $135,992,712 | |
| 5 | AEP |
American Electric Power Co Inc
|
910,078 | $119,293,023 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,418,606 | $114,836,155 | |
| 7 | EVRG |
Evergy, Inc.
|
1,237,749 | $101,396,397 | |
| 8 | FE |
Firstenergy Corp
|
1,900,897 | $96,299,441 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,709,589 | 1,716,842 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $156,116,339 | 1,790,325 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $120,790,240 | 1,274,562 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $116,721,898 | 1,271,065 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $133,219,550 | 1,448,826 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $87,769,336 | 1,066,197 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $30,609,346 | 339,425 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $87,784,029 | 1,131,675 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $94,772,413 | 1,321,054 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $88,608,750 | 1,263,673 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $53,977,773 | 834,020 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $55,802,243 | 794,338 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $93,817,427 | 1,348,339 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $97,011,055 | 1,358,508 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $62,632,080 | 921,060 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $116,083,337 | 1,627,869 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $125,557,590 | 1,731,590 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $93,801,872 | 1,367,773 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $108,639,173 | 1,753,093 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,558,482 | 554,594 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $56,040,347 | 901,550 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $65,302,300 | 1,063,036 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $60,392,512 | 1,113,842 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $23,023,525 | 444,041 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,822,839 | 384,611 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||