Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$240,519,995
+$4,459,294 QoQ
Shares Held
2,513,008
+2.8% QoQ
Ownership
0.223%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#44
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. SO ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,210,434 | $457,319,792 | |
| 2 | AEP |
American Electric Power Co Inc
|
3,243,607 | $443,757,873 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
3,734,979 | $436,133,497 | |
| 4 | DUK |
Duke Energy CORP
|
2,559,645 | $323,999,864 | |
| 5 | ETR |
Entergy Corp /De/
|
2,144,058 | $246,266,501 | |
| 6 | SO |
Southern Co
This page
|
2,513,008 | $240,519,995 | |
| 7 | NGG |
National Grid PLC
|
2,099,207 | $173,961,284 | |
| 8 | PPL |
PPL Corp
|
2,981,883 | $108,391,447 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,519,995 | 2,513,008 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $236,060,701 | 2,445,718 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $198,018,904 | 2,270,859 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $193,751,957 | 2,044,444 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $227,346,194 | 2,475,729 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $229,556,117 | 2,496,532 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $200,827,378 | 2,439,594 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $213,476,260 | 2,367,224 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $197,191,705 | 2,542,113 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $178,658,569 | 2,490,362 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $174,390,403 | 2,487,028 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $160,557,699 | 2,480,805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $140,165,820 | 1,995,243 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $135,812,506 | 1,951,890 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $126,446,615 | 1,770,713 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $112,919,508 | 1,660,581 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $109,377,274 | 1,533,828 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $106,217,868 | 1,464,872 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $96,986,933 | 1,414,216 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $82,637,056 | 1,333,501 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $76,119,341 | 1,257,963 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $72,881,543 | 1,172,483 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $63,376,778 | 1,031,691 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $52,178,074 | 962,340 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $48,924,467 | 943,577 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $41,930,672 | 774,486 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||