Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,661,305
+$1,615,601 QoQ
Shares Held
121,840
+17.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. SO ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,661,305 | 121,840 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $10,045,704 | 104,079 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,319,141 | 95,403 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,966,757 | 94,616 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,607,868 | 93,737 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $7,403,905 | 80,521 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,579,672 | 79,928 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,528,039 | 72,389 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,519,414 | 71,154 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $5,314,928 | 74,086 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $5,844,080 | 83,344 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $5,832,047 | 90,112 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,893,351 | 98,126 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,530,569 | 93,857 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,142,739 | 114,028 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,492,716 | 110,187 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $5,726,620 | 80,306 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,303,729 | 86,936 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $5,669,987 | 82,677 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,888,637 | 95,024 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,051,858 | 83,488 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,211,868 | 51,671 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,181,520 | 51,791 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,100,678 | 57,187 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,432,541 | 46,915 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,305,388 | 42,582 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||