Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,880,741
+$2,594,795 QoQ
Shares Held
237,057
+1.9% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $158,651,861 across 37 Utilities - Regulated Electric names. SO ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
596,231 | $55,377,935 | |
| 2 | DUK |
Duke Energy CORP
|
182,673 | $23,919,202 | |
| 3 | SO |
Southern Co
This page
|
237,057 | $22,880,741 | |
| 4 | XEL |
Xcel Energy Inc
|
223,258 | $17,735,615 | |
| 5 | PCG |
PG&E Corp
|
336,961 | $5,920,404 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
50,272 | $5,819,989 | |
| 7 | AEE |
Ameren Corp
|
41,884 | $4,603,889 | |
| 8 | AEP |
American Electric Power Co Inc
|
30,476 | $3,994,794 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,880,741 | 237,057 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,285,946 | 232,637 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,347,269 | 183,046 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $16,417,642 | 178,783 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $15,445,577 | 167,978 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,540,217 | 152,335 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,963,314 | 32,860 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,388,069 | 30,786 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,981,888 | 27,626 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,676,147 | 23,904 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,501,503 | 23,200 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,730,327 | 24,631 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,740,056 | 25,008 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,675,778 | 23,467 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,422,084 | 20,913 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,222,966 | 17,150 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,062,851 | 14,658 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $856,495 | 12,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $829,468 | 13,385 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $472,159 | 7,803 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $491,872 | 7,913 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $518,899 | 8,447 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $466,779 | 8,609 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $500,611 | 9,655 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $406,104 | 7,501 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||