Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,082,516
+$4,331,273 QoQ
Shares Held
2,320,369
+2.9% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#51
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, 2026Ensign Peak Advisors, Inc holds $1,216,596,779 across 28 Utilities - Regulated Electric names. SO ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,122,262 | $361,810,935 | |
| 2 | SO |
Southern Co
This page
|
2,320,369 | $222,082,516 | |
| 3 | DUK |
Duke Energy CORP
|
1,428,587 | $180,830,542 | |
| 4 | D |
Dominion Energy, Inc
|
1,207,522 | $82,461,677 | |
| 5 | PCG |
PG&E Corp
|
4,404,066 | $74,076,390 | |
| 6 | AEP |
American Electric Power Co Inc
|
354,410 | $48,486,832 | |
| 7 | EXC |
Exelon Corp
|
896,809 | $41,809,235 | |
| 8 | EIX |
Edison International
|
345,888 | $25,751,361 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,082,516 | 2,320,369 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $217,751,243 | 2,256,022 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $225,670,112 | 2,587,960 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $262,237,308 | 2,767,092 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $276,220,140 | 3,007,951 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $269,929,339 | 2,935,610 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $241,076,671 | 2,928,531 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $277,523,088 | 3,077,435 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $245,477,091 | 3,164,588 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $276,882,180 | 3,859,523 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $299,603,967 | 4,272,732 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $246,454,730 | 3,808,015 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $271,595,070 | 3,866,122 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $267,759,843 | 3,848,230 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $258,153,933 | 3,615,095 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $236,696,916 | 3,480,837 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $253,455,492 | 3,554,277 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $234,176,628 | 3,229,577 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $122,068,148 | 1,779,938 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $96,857,994 | 1,562,982 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,403,860 | 1,857,608 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $121,926,529 | 1,961,495 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $147,798,859 | 2,405,972 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $98,438,307 | 1,815,535 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $136,033,556 | 2,623,598 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $160,379,788 | 2,962,316 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||