Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,643,974
+$63,197 QoQ
Shares Held
79,866
+1.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#378
of 2,356 holders
Holding Since
Dec 2020
5 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, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $97,323,596 across 8 Utilities - Regulated Electric names. SO ranks #2 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
990,549 | $86,940,485 | |
| 2 | SO |
Southern Co
This page
|
79,866 | $7,643,974 | |
| 3 | EXC |
Exelon Corp
|
55,125 | $2,569,927 | |
| 4 | DUK |
Duke Energy CORP
|
667 | $84,428 | |
| 5 | EIX |
Edison International
|
353 | $26,280 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
321 | $26,052 | |
| 7 | ES |
Eversource Energy
|
360 | $26,017 | |
| 8 | PPL |
PPL Corp
|
177 | $6,433 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,643,974 | 79,866 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $7,580,777 | 78,541 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,609,760 | 75,800 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,958,284 | 62,871 | Shares | Sole | 2025-11-13 | |
| 2020-12-31 | $86,002 | 1,400 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||