Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,339,433
+$1,332,722 QoQ
Shares Held
118,477
+14.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#293
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KBC Group NV holds $188,234,539 across 30 Utilities - Regulated Electric names. SO ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
448,434 | $32,408,325 | |
| 2 | EIX |
Edison International
|
377,340 | $28,092,963 | |
| 3 | NEE |
Nextera Energy Inc
|
199,384 | $17,499,933 | |
| 4 | PCG |
PG&E Corp
|
961,323 | $16,169,452 | |
| 5 | SO |
Southern Co
This page
|
118,477 | $11,339,433 | |
| 6 | EXC |
Exelon Corp
|
211,917 | $9,879,570 | |
| 7 | DUK |
Duke Energy CORP
|
70,498 | $8,923,636 | |
| 8 | AEP |
American Electric Power Co Inc
|
54,209 | $7,416,333 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,339,433 | 118,477 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $10,006,711 | 103,675 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $8,832,488 | 101,290 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $9,599,253 | 101,290 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $9,123,310 | 99,350 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $7,764,441 | 84,442 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $7,142,577 | 86,766 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $7,718,596 | 85,591 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $6,559,939 | 84,568 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $5,549,232 | 77,352 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $5,133,625 | 73,212 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $4,581,140 | 70,784 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $4,736,746 | 67,427 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $4,464,531 | 64,164 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $4,202,692 | 58,853 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $3,861,992 | 56,794 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $3,932,461 | 55,146 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $4,557,616 | 62,855 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $4,310,595 | 62,855 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $7,462,365 | 120,419 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,286,553 | 120,419 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $7,243,691 | 116,533 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $7,247,572 | 117,981 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $14,631,266 | 269,850 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $14,035,120 | 270,687 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $13,065,172 | 241,322 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||