Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,388,413,240
+$361,712,499 QoQ
Shares Held
70,655,985
+4.1% QoQ
Ownership
6.27%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#3
of 2,360 holders
Holding Since
Mar 2020
6 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, 2026Capital World Investors holds $15,033,440,294 across 12 Utilities - Regulated Electric names. SO ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
70,655,985 | $6,388,413,240 | |
| 2 | FE |
Firstenergy Corp
|
77,819,842 | $3,699,555,288 | |
| 3 | EXC |
Exelon Corp
|
51,262,524 | $2,389,858,868 | |
| 4 | DTE |
Dte Energy Co
|
9,990,302 | $1,522,222,315 | |
| 5 | IDA |
Idacorp Inc
|
1,963,165 | $297,026,864 | |
| 6 | NEE |
Nextera Energy Inc
|
3,220,104 | $282,628,528 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,385,136 | $281,201,389 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,750,000 | $142,030,000 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $404,748,655 | 8,137,287 | Shares | Defined | 2026-08-12 | |
| 2026-06-30 | $5,983,664,585 | 62,518,698 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 SOMN | $598,428,200 | 11,642,572 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $5,428,272,541 | 56,239,873 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 SOMN | $559,427,685 | 11,108,572 | Shares | Defined | 2026-02-11 | |
| 2025-12-31 | $3,587,589,027 | 41,142,076 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $3,179,424,704 | 33,548,852 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $732,933,890 | 7,981,421 | Shares | Defined | 2025-08-13 | |
| 2020-03-31 SOLN | — | 121,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||