Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,263,479
+$834,059 QoQ
Shares Held
158,138
-4.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. SO ranks #8 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
This page
|
158,138 | $15,263,479 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,263,479 | 158,138 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,429,420 | 165,475 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,606,929 | 101,371 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $9,025,327 | 98,283 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,566,521 | 93,165 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $15,288,470 | 185,720 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $16,086,218 | 178,379 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,101,417 | 168,898 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,783,151 | 164,248 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $10,780,459 | 153,743 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,150,448 | 125,934 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,092,290 | 86,723 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,360,651 | 77,043 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $4,667,357 | 65,360 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,903,064 | 57,398 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,263,430 | 45,764 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,002,784 | 41,412 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,478,138 | 36,135 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $28,849,836 | 476,778 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $29,636,520 | 476,778 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $29,288,472 | 476,778 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $25,850,903 | 476,778 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $24,720,939 | 476,778 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $25,812,760 | 476,778 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||