Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,197,804
+$333,720 QoQ
Shares Held
33,131
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026IEQ CAPITAL, LLC holds $271,129,469 across 20 Utilities - Regulated Electric names. SO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
5,708,926 | $100,305,829 | |
| 2 | EIX |
Edison International
|
1,347,064 | $98,578,143 | |
| 3 | ES |
Eversource Energy
|
304,733 | $21,111,902 | |
| 4 | FTS |
Fortis Inc.
|
327,871 | $18,291,922 | |
| 5 | POR |
Portland General Electric Co /Or/
|
118,756 | $6,266,754 | |
| 6 | AEP |
American Electric Power Co Inc
|
39,125 | $5,128,504 | |
| 7 | NWE |
NorthWestern Energy Group, Inc.
|
60,697 | $4,002,360 | |
| 8 | SO |
Southern Co
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|
33,131 | $3,197,804 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,197,804 | 33,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,864,084 | 32,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,094,524 | 32,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,427,003 | 37,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,484,677 | 48,773 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $4,295,539 | 52,181 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $6,143,422 | 68,124 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $5,822,325 | 75,059 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,018,212 | 69,950 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $4,397,785 | 62,718 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,859,188 | 59,629 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,065,437 | 57,871 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,887,016 | 55,864 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $3,309,710 | 46,348 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $2,767,260 | 40,695 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $2,669,061 | 37,429 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $1,603,050 | 22,108 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,402,598 | 20,452 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $1,209,344 | 19,515 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $405,053 | 6,694 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $298,243 | 4,798 | Shares | Other | 2021-05-04 | |
| 2020-03-31 | $363,008 | 6,705 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||