Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,171,013
+$2,245,096 QoQ
Shares Held
157,180
+6.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $181,609,382 across 35 Utilities - Regulated Electric names. SO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
333,286 | $30,955,603 | |
| 2 | DUK |
Duke Energy CORP
|
136,075 | $17,817,660 | |
| 3 | SO |
Southern Co
This page
|
157,180 | $15,171,013 | |
| 4 | AEP |
American Electric Power Co Inc
|
83,509 | $10,946,359 | |
| 5 | ETR |
Entergy Corp /De/
|
81,381 | $9,143,969 | |
| 6 | ED |
Consolidated Edison Inc
|
79,734 | $9,024,294 | |
| 7 | D |
Dominion Energy, Inc
|
139,033 | $8,595,020 | |
| 8 | EXC |
Exelon Corp
|
162,472 | $7,964,377 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,171,013 | 157,180 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,925,917 | 148,233 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,041,610 | 158,717 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $14,037,225 | 152,861 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,305,620 | 122,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,117,680 | 110,759 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $9,426,605 | 104,531 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,404,056 | 95,450 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,713,588 | 79,643 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,996,610 | 71,258 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,354,868 | 82,739 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,491,512 | 78,171 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,757,741 | 68,378 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,672,830 | 51,433 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,733,948 | 54,911 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,524,995 | 49,432 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,898,007 | 39,967 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,153,000 | 31,394 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,633,219 | 26,355 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,394,452 | 23,045 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $723,231 | 11,635 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $278,830 | 4,539 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $213,355 | 3,935 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $218,029 | 4,205 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $252,779 | 4,669 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||