Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$252,355,400
+$180,401,972 QoQ
Shares Held
2,614,540
+216.9% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026Capital Research Global Investors holds $18,348,351,703 across 14 Utilities - Regulated Electric names. SO ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
35,659,943 | $3,312,095,505 | |
| 2 | CNP |
Centerpoint Energy Inc
|
72,275,884 | $3,119,427,153 | |
| 3 | D |
Dominion Energy, Inc
|
48,976,047 | $3,027,699,225 | |
| 4 | XEL |
Xcel Energy Inc
|
27,258,524 | $2,165,417,146 | |
| 5 | DTE |
Dte Energy Co
|
14,211,225 | $2,077,965,319 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
16,436,894 | $1,656,017,070 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
10,570,550 | $855,686,022 | |
| 8 | DUK |
Duke Energy CORP
|
4,485,760 | $587,365,414 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,355,400 | 2,614,540 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $71,953,428 | 825,154 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $78,162,505 | 824,760 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $75,704,101 | 824,394 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $75,777,190 | 824,113 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,690,452 | 69,126 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $214,457,599 | 2,378,106 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $188,493,548 | 2,429,980 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $138,456,765 | 1,929,980 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $100,270,197 | 1,429,980 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $613,112,946 | 9,473,315 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $836,689,161 | 11,910,166 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $767,232,358 | 11,026,622 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $787,429,143 | 11,026,875 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $776,057,412 | 11,412,609 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $813,311,158 | 11,405,289 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $826,920,427 | 11,404,226 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $818,763,795 | 11,938,813 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $733,519,803 | 11,836,692 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $700,473,562 | 11,576,162 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $613,941,888 | 9,876,800 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $549,650,637 | 8,947,593 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $301,837,480 | 5,566,903 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $262,236,352 | 5,057,596 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||