Position in SO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$92,412,301
-$9,236,215 QoQ
Shares Held
957,442
-17.9% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.14194071285780235.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8580592871422.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026NewEdge Advisors, LLC holds $306,219,670 across 32 Utilities - Regulated Electric names. SO ranks #1 (30.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
957,442 | $92,412,301 | |
| 2 | ETR |
Entergy Corp /De/
|
485,852 | $54,590,330 | |
| 3 | NEE |
Nextera Energy Inc
|
441,582 | $41,014,136 | |
| 4 | DUK |
Duke Energy CORP
|
223,319 | $29,241,389 | |
| 5 | DTE |
Dte Energy Co
|
81,820 | $11,963,720 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
90,700 | $10,500,339 | |
| 7 | AEP |
American Electric Power Co Inc
|
63,819 | $8,365,394 | |
| 8 | D |
Dominion Energy, Inc
|
133,997 | $8,283,694 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,412,301 | 957,442 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $101,648,516 | 1,165,694 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $22,247,162 | 234,749 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $19,136,270 | 208,388 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,431,793 | 211,330 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,925,779 | 229,905 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,706,223 | 218,521 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,554,446 | 213,413 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $14,409,481 | 200,857 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,479,738 | 505,986 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,135,121 | 110,246 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,692,638 | 81,034 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,065,911 | 72,807 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,319,259 | 74,489 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,950,188 | 58,091 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,415,087 | 61,914 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,620,061 | 49,925 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,408,700 | 49,704 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $2,060,316 | 33,247 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,864,857 | 30,819 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,863,494 | 29,979 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,099,800 | 34,182 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,815,773 | 33,489 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,442,114 | 66,386 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $3,603,450 | 66,558 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||