Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$11,334,054
+$978,531 QoQ
Shares Held
117,427
-1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Metis Global Partners, LLC holds $100,722,185 across 27 Utilities - Regulated Electric names. SO ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
234,742 | $21,802,836 | |
| 2 | SO |
Southern Co
This page
|
117,427 | $11,334,054 | |
| 3 | DUK |
Duke Energy CORP
|
82,942 | $10,860,425 | |
| 4 | AEP |
American Electric Power Co Inc
|
57,650 | $7,556,762 | |
| 5 | EXC |
Exelon Corp
|
141,450 | $6,933,879 | |
| 6 | D |
Dominion Energy, Inc
|
91,143 | $5,634,460 | |
| 7 | ETR |
Entergy Corp /De/
|
48,237 | $5,419,909 | |
| 8 | EIX |
Edison International
|
71,846 | $5,257,690 |
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,334,054 | 117,427 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,355,523 | 118,756 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,975,029 | 115,807 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,103,107 | 99,130 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $8,508,041 | 92,529 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,749,499 | 81,991 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,052,076 | 78,200 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,254,746 | 67,742 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,625,795 | 64,480 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $4,453,040 | 63,506 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,212,948 | 65,095 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,991,675 | 56,821 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,373,443 | 34,111 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,615,294 | 22,620 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,070,388 | 15,741 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,131,689 | 15,870 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,214,107 | 16,744 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $633,061 | 9,231 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||