Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,212,940
+$2,038,977 QoQ
Shares Held
54,466
+65.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#465
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BROWN BROTHERS HARRIMAN & CO holds $39,831,382 across 32 Utilities - Regulated Electric names. SO ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,955 | $6,491,030 | |
| 2 | SO |
Southern Co
This page
|
54,466 | $5,212,940 | |
| 3 | DUK |
Duke Energy CORP
|
38,320 | $4,850,545 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,288 | $2,638,791 | |
| 5 | D |
Dominion Energy, Inc
|
34,522 | $2,357,507 | |
| 6 | ETR |
Entergy Corp /De/
|
19,713 | $2,264,235 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
18,811 | $1,526,700 | |
| 8 | EXC |
Exelon Corp
|
32,135 | $1,498,133 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,212,940 | 54,466 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,173,963 | 32,884 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,130,906 | 24,437 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,389,246 | 25,211 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,250,385 | 24,506 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,997,705 | 21,726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,856,974 | 22,558 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,983,238 | 21,992 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,625,944 | 20,961 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,534,231 | 21,386 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,586,044 | 22,619 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,510,888 | 23,345 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,759,411 | 25,045 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,721,757 | 24,745 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,791,676 | 25,090 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,768,408 | 26,006 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,872,101 | 26,253 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,866,624 | 25,743 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,820,524 | 26,546 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,601,180 | 25,838 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,368,857 | 22,622 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,481,086 | 23,827 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,512,713 | 24,625 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,256,494 | 23,174 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,213,238 | 23,399 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,216,742 | 22,474 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||