Position in SO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$235,459,478
+$9,862,004 QoQ
Shares Held
2,439,489
-5.7% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,494,445,125 across 24 Utilities - Regulated Electric names. SO ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,577,087 | $425,119,840 | |
| 2 | SO |
Southern Co
This page
|
2,439,489 | $235,459,478 | |
| 3 | DUK |
Duke Energy CORP
|
1,758,086 | $230,203,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,366,768 | $179,155,949 | |
| 5 | EXC |
Exelon Corp
|
2,529,243 | $123,983,491 | |
| 6 | D |
Dominion Energy, Inc
|
1,899,808 | $117,446,130 | |
| 7 | XEL |
Xcel Energy Inc
|
1,445,804 | $114,854,669 | |
| 8 | ED |
Consolidated Edison Inc
|
941,617 | $106,572,212 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $235,459,478 | 2,439,489 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $225,597,474 | 2,587,127 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $256,439,185 | 2,705,911 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $243,449,686 | 2,651,091 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $240,684,458 | 2,617,558 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $213,600,231 | 2,594,755 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $236,271,149 | 2,619,995 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $196,798,890 | 2,537,049 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $196,714,021 | 2,742,041 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $194,448,790 | 2,773,086 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $180,223,130 | 2,784,659 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $199,315,196 | 2,837,227 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $226,585,321 | 3,256,472 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $233,936,446 | 3,275,962 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $234,970,260 | 3,455,445 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $231,106,439 | 3,240,870 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $225,544,022 | 3,110,523 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $214,941,241 | 3,134,168 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $202,175,079 | 3,262,467 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $207,984,245 | 3,437,188 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $226,129,128 | 3,637,856 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $230,521,173 | 3,752,583 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $229,957,104 | 4,241,186 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $238,766,294 | 4,604,943 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $266,395,761 | 4,920,498 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||