Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,444,132
+$269,287 QoQ
Shares Held
14,962
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parallel Advisors, LLC holds $31,780,721 across 38 Utilities - Regulated Electric names. SO ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,671 | $12,879,762 | |
| 2 | ED |
Consolidated Edison Inc
|
14,939 | $1,690,796 | |
| 3 | DUK |
Duke Energy CORP
|
12,432 | $1,627,846 | |
| 4 | SO |
Southern Co
This page
|
14,962 | $1,444,132 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,498 | $1,244,997 | |
| 6 | EVRG |
Evergy, Inc.
|
12,411 | $1,016,709 | |
| 7 | ETR |
Entergy Corp /De/
|
7,549 | $848,205 | |
| 8 | IDA |
Idacorp Inc
|
5,824 | $832,657 |
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,444,132 | 14,962 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,174,845 | 13,473 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,385,537 | 14,620 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,292,874 | 14,079 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,221,004 | 13,279 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,044,229 | 12,685 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,040,406 | 11,537 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $764,297 | 9,853 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $684,973 | 9,548 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $630,589 | 8,993 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $612,121 | 9,458 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $703,413 | 10,013 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $645,145 | 9,272 | Shares | Sole | 2024-05-20 | |
| 2022-12-31 | $502,155 | 7,032 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $560,252 | 8,239 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $534,967 | 7,502 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $478,058 | 6,593 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $380,756 | 5,552 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $324,227 | 5,232 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $265,275 | 4,384 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $232,291 | 3,737 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $230,485 | 3,752 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $254,996 | 4,703 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $334,588 | 6,453 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $354,617 | 6,550 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||