Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,428,272,541
+$1,840,683,514 QoQ
Shares Held
56,239,873
+36.7% QoQ
Ownership
4.99%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 World Investors holds $14,063,066,324 across 11 Utilities - Regulated Electric names. SO ranks #1 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
56,239,873 | $5,428,272,541 | |
| 2 | FE |
Firstenergy Corp
|
77,662,784 | $3,934,396,637 | |
| 3 | EXC |
Exelon Corp
|
40,074,592 | $1,964,456,499 | |
| 4 | DTE |
Dte Energy Co
|
10,933,476 | $1,598,692,860 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
5,286,331 | $427,928,494 | |
| 6 | NEE |
Nextera Energy Inc
|
3,119,004 | $289,693,091 | |
| 7 | CNP |
Centerpoint Energy Inc
|
5,272,958 | $227,580,867 | |
| 8 | IDA |
Idacorp Inc
|
1,186,800 | $169,676,796 |
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,428,272,541 | 56,239,873 | Shares | Defined | 2026-05-13 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||