Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,538,289
+$319,418 QoQ
Shares Held
89,210
+4.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#353
of 2,356 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, 2026Gulf International Bank (UK) Ltd holds $87,345,901 across 23 Utilities - Regulated Electric names. SO ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
162,855 | $14,293,783 | |
| 2 | SO |
Southern Co
This page
|
89,210 | $8,538,289 | |
| 3 | DUK |
Duke Energy CORP
|
59,079 | $7,478,219 | |
| 4 | AEP |
American Electric Power Co Inc
|
44,234 | $6,051,653 | |
| 5 | D |
Dominion Energy, Inc
|
64,858 | $4,429,152 | |
| 6 | ETR |
Entergy Corp /De/
|
38,124 | $4,378,922 | |
| 7 | XEL |
Xcel Energy Inc
|
51,229 | $4,113,688 | |
| 8 | EXC |
Exelon Corp
|
86,444 | $4,030,019 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,538,289 | 89,210 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,218,871 | 85,152 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,840,646 | 55,512 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,260,872 | 55,512 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,173,243 | 56,335 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,733,818 | 62,358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $7,174,599 | 87,155 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,922,944 | 87,857 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,134,035 | 91,969 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $6,633,726 | 92,469 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $6,403,709 | 91,325 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $6,365,600 | 98,356 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,760,166 | 110,465 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $9,948,270 | 142,976 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $13,321,392 | 186,548 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,665,264 | 171,548 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $12,233,087 | 171,548 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $12,438,945 | 171,548 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $11,716,755 | 170,848 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $12,808,083 | 206,682 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $12,667,950 | 209,353 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,060,002 | 210,103 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $14,280,509 | 232,468 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,633,239 | 251,443 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $13,157,818 | 253,767 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $13,605,706 | 251,306 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||