Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$25,170,870
+$4,145,207 QoQ
Shares Held
260,784
+8.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 45.10514448739186.ToString("F0")%
Shared 10.273636419412234.ToString("F0")%
None 44.621219093195904.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Cerity Partners LLC holds $602,707,899 across 37 Utilities - Regulated Electric names. SO ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,480,454 | $137,504,566 | |
| 2 | EIX |
Edison International
|
858,826 | $62,848,886 | |
| 3 | DUK |
Duke Energy CORP
|
440,326 | $57,656,285 | |
| 4 | PCG |
PG&E Corp
|
3,150,747 | $55,358,623 | |
| 5 | AEP |
American Electric Power Co Inc
|
256,384 | $33,606,813 | |
| 6 | ED |
Consolidated Edison Inc
|
224,098 | $25,363,410 | |
| 7 | SO |
Southern Co
This page
|
260,784 | $25,170,870 | |
| 8 | EXC |
Exelon Corp
|
434,432 | $21,295,855 |
All Filings in SO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,170,870 | 260,784 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $21,025,663 | 241,120 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $22,144,905 | 233,670 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $20,894,171 | 227,531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,019,953 | 228,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $15,642,034 | 190,015 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,261,714 | 191,414 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,876,141 | 191,777 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,701,703 | 121,295 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,925,149 | 184,329 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $10,590,586 | 163,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,854,239 | 239,918 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,982,383 | 215,326 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $14,658,830 | 205,277 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $2,379,660 | 34,995 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,419,405 | 33,928 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,109,040 | 15,295 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,130,061 | 16,478 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $763,284 | 12,317 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $942,624 | 15,578 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $916,300 | 14,741 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $922,678 | 15,020 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $736,090 | 13,576 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $238,540 | 4,406 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||