Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$107,776,351
+$4,452,560 QoQ
Shares Held
1,126,072
+5.2% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#74
of 2,360 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vanguard Investments Australia, Ltd. holds $1,164,007,765 across 33 Utilities - Regulated Electric names. SO ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,083,240 | $182,845,974 | |
| 2 | SO |
Southern Co
This page
|
1,126,072 | $107,776,351 | |
| 3 | DUK |
Duke Energy CORP
|
777,179 | $98,375,317 | |
| 4 | AEP |
American Electric Power Co Inc
|
543,231 | $74,319,433 | |
| 5 | D |
Dominion Energy, Inc
|
878,007 | $59,959,098 | |
| 6 | ETR |
Entergy Corp /De/
|
457,153 | $52,508,593 | |
| 7 | XEL |
Xcel Energy Inc
|
623,511 | $50,067,933 | |
| 8 | EXC |
Exelon Corp
|
1,056,792 | $49,267,643 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,776,351 | 1,126,072 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $103,323,791 | 1,070,491 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||