Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$228,996,511
+$29,273,177 QoQ
Shares Held
2,392,608
+15.6% QoQ
Ownership
0.212%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#50
of 2,360 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD ASSET MANAGEMENT, Ltd holds $2,453,832,256 across 33 Utilities - Regulated Electric names. SO ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,458,308 | $391,305,693 | |
| 2 | SO |
Southern Co
This page
|
2,392,608 | $228,996,511 | |
| 3 | DUK |
Duke Energy CORP
|
1,659,717 | $210,086,977 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,144,968 | $156,643,072 | |
| 5 | D |
Dominion Energy, Inc
|
1,874,499 | $128,009,536 | |
| 6 | ETR |
Entergy Corp /De/
|
965,469 | $110,893,769 | |
| 7 | EXC |
Exelon Corp
|
2,292,096 | $106,857,515 | |
| 8 | XEL |
Xcel Energy Inc
|
1,300,280 | $104,412,484 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,996,511 | 2,392,608 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $199,723,334 | 2,069,243 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||