Position in SO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$21,137,204
+$2,075,982 QoQ
Shares Held
218,993
+0.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 26%
Shared 2%
None 72%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Savant Capital, LLC holds $69,784,662 across 33 Utilities - Regulated Electric names. SO ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
218,993 | $21,137,204 | |
| 2 | NEE |
Nextera Energy Inc
|
110,120 | $10,227,945 | |
| 3 | DUK |
Duke Energy CORP
|
67,301 | $8,812,392 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,869 | $3,784,148 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
27,136 | $3,141,534 | |
| 6 | ED |
Consolidated Edison Inc
|
17,663 | $1,999,098 | |
| 7 | EXC |
Exelon Corp
|
39,382 | $1,930,505 | |
| 8 | ES |
Eversource Energy
|
24,659 | $1,708,375 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,137,204 | 218,993 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,061,222 | 218,592 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $19,954,581 | 210,558 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $19,737,021 | 214,930 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $19,327,062 | 210,191 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $18,800,241 | 228,380 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $20,222,684 | 224,248 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $19,128,063 | 246,591 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,531,528 | 63,166 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,623,502 | 65,937 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,093,281 | 63,246 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,207,061 | 59,887 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,687,183 | 52,992 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,676,375 | 37,479 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,005,116 | 29,487 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,755,224 | 24,614 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,762,573 | 24,308 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,403,215 | 20,461 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,225,146 | 19,770 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $940,204 | 15,538 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $865,080 | 13,917 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,357,848 | 22,104 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,140,734 | 21,039 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $817,570 | 15,768 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $855,736 | 15,806 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||