Position in SO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$702,532,008
+$52,718,225 QoQ
Shares Held
7,278,616
-2.3% QoQ
Ownership
0.646%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 89.48804278175962.ToString("F0")%
Shared 0.06460019322354689.ToString("F0")%
None 10.447357025016844.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Bank of New York Mellon Corp holds $8,389,413,719 across 35 Utilities - Regulated Electric names. SO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,335,717 | $1,238,621,383 | |
| 2 | D |
Dominion Energy, Inc
|
12,589,272 | $778,268,782 | |
| 3 | SO |
Southern Co
This page
|
7,278,616 | $702,532,008 | |
| 4 | DUK |
Duke Energy CORP
|
4,910,491 | $642,979,680 | |
| 5 | EXC |
Exelon Corp
|
12,815,644 | $628,222,857 | |
| 6 | AEP |
American Electric Power Co Inc
|
3,605,021 | $472,546,144 | |
| 7 | EIX |
Edison International
|
3,973,058 | $290,748,375 | |
| 8 | XEL |
Xcel Energy Inc
|
3,499,718 | $278,017,589 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $702,532,008 | 7,278,616 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $649,813,783 | 7,451,993 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $690,382,574 | 7,284,822 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $656,016,247 | 7,143,812 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $687,577,356 | 7,477,731 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $628,398,440 | 7,633,606 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $629,547,472 | 6,981,010 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $550,511,257 | 7,096,961 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $517,361,540 | 7,211,619 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $530,575,034 | 7,566,672 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $531,337,277 | 8,209,785 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $598,557,323 | 8,520,389 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $608,713,526 | 8,748,398 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $643,696,516 | 9,014,095 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $598,102,092 | 8,795,619 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $622,494,292 | 8,729,411 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $579,420,444 | 7,990,904 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $559,729,036 | 8,161,695 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $497,325,850 | 8,025,268 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $485,632,499 | 8,025,657 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $619,714,744 | 9,969,671 | Shares | Other | 2021-05-13 | |
| 2020-09-30 | $556,487,886 | 10,263,517 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $535,544,232 | 10,328,722 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $551,547,401 | 10,187,429 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||