Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$56,685,970
+$4,029,967 QoQ
Shares Held
592,268
+8.6% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#117
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Magellan Asset Management Ltd holds $1,971,566,304 across 27 Utilities - Regulated Electric names. SO ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
3,437,065 | $248,396,687 | |
| 2 | XEL |
Xcel Energy Inc
|
2,818,534 | $226,328,280 | |
| 3 | CMS |
Cms Energy Corp
|
2,539,050 | $194,237,325 | |
| 4 | EVRG |
Evergy, Inc.
|
2,173,521 | $187,857,420 | |
| 5 | D |
Dominion Energy, Inc
|
2,690,485 | $183,733,220 | |
| 6 | LNT |
Alliant Energy Corp
|
1,987,533 | $151,628,892 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,238,180 | $144,582,278 | |
| 8 | SO |
Southern Co
This page
|
592,268 | $56,685,970 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,685,970 | 592,268 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $52,656,003 | 545,545 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $39,293,366 | 450,612 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $38,216,665 | 403,257 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $32,545,194 | 354,407 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $29,840,809 | 324,533 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $27,216,720 | 330,621 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,327,750 | 402,836 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $33,382,637 | 430,355 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,129,906 | 447,866 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $31,405,555 | 447,883 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $29,071,382 | 449,187 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,237,918 | 430,433 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $29,825,467 | 428,650 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $30,436,084 | 426,216 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $25,476,676 | 374,657 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,171,637 | 409,082 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $35,215,641 | 485,666 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,965,715 | 568,179 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $32,614,191 | 526,290 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $27,413,389 | 453,039 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $29,419,022 | 473,279 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $31,434,898 | 511,719 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $28,362,265 | 523,096 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $25,211,751 | 486,244 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $21,197,217 | 391,526 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||