Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$498,840
+$3,693 QoQ
Shares Held
5,212
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,405
of 2,356 holders
Holding Since
Mar 2025
6 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, 2026Bridgewater Advisors Inc. holds $5,030,182 across 8 Utilities - Regulated Electric names. SO ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,369 | $1,436,707 | |
| 2 | AEP |
American Electric Power Co Inc
|
7,017 | $959,995 | |
| 3 | ED |
Consolidated Edison Inc
|
6,884 | $761,576 | |
| 4 | DUK |
Duke Energy CORP
|
5,449 | $689,734 | |
| 5 | SO |
Southern Co
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|
5,212 | $498,840 | |
| 6 | EXC |
Exelon Corp
|
4,969 | $231,654 | |
| 7 | FTS |
Fortis Inc.
|
4,029 | $230,579 | |
| 8 | NGG |
National Grid PLC
|
2,668 | $221,097 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,840 | 5,212 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $495,147 | 5,130 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $454,660 | 5,214 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $515,264 | 5,437 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $490,004 | 5,336 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $460,301 | 5,006 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||