Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$108,453,922
-$906,819 QoQ
Shares Held
1,123,642
-10.4% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 48.58940837028164.ToString("F0")%
Shared 0.ToString("F0")%
None 51.41059162971836.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Russell Investments Group, Ltd. holds $2,227,858,952 across 37 Utilities - Regulated Electric names. SO ranks #8 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,276,974 | $397,245,338 | |
| 2 | XEL |
Xcel Energy Inc
|
2,494,135 | $198,134,077 | |
| 3 | DUK |
Duke Energy CORP
|
1,367,256 | $179,028,495 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,349,915 | $176,946,854 | |
| 5 | EIX |
Edison International
|
2,075,987 | $151,920,722 | |
| 6 | ETR |
Entergy Corp /De/
|
1,278,851 | $143,691,693 | |
| 7 | EXC |
Exelon Corp
|
2,712,627 | $132,972,970 | |
| 8 | SO |
Southern Co
This page
|
1,123,642 | $108,453,922 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,453,922 | 1,123,642 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $109,360,741 | 1,254,137 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $122,843,050 | 1,296,223 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $105,331,025 | 1,147,022 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $94,189,806 | 1,024,359 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $100,471,800 | 1,220,503 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $106,784,389 | 1,184,125 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $115,150,800 | 1,484,476 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $91,499,847 | 1,275,437 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $94,199,556 | 1,343,405 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $87,490,693 | 1,351,834 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $88,770,145 | 1,263,632 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $78,461,188 | 1,127,640 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $33,558,199 | 469,937 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $20,877,768 | 307,026 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $23,604,036 | 331,006 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $28,701,776 | 395,832 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $29,209,591 | 425,920 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $37,063,326 | 598,085 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $45,401,135 | 750,308 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $44,434,700 | 714,844 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $27,073,182 | 440,716 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $31,845,790 | 587,344 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $35,647,650 | 687,515 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $46,182,229 | 853,015 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||