Position in SO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,975,315
+$2,130,067 QoQ
Shares Held
51,547
+58.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Ethic Inc. holds $95,192,195 across 27 Utilities - Regulated Electric names. SO ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
164,899 | $18,663,268 | |
| 2 | EXC |
Exelon Corp
|
358,659 | $17,581,464 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
122,284 | $9,898,889 | |
| 4 | ES |
Eversource Energy
|
141,098 | $9,775,269 | |
| 5 | EIX |
Edison International
|
91,422 | $6,690,261 | |
| 6 | SO |
Southern Co
This page
|
51,547 | $4,975,315 | |
| 7 | NEE |
Nextera Energy Inc
|
45,914 | $4,264,492 | |
| 8 | ETR |
Entergy Corp /De/
|
22,120 | $2,485,403 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,975,315 | 51,547 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,845,248 | 32,629 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,080,593 | 32,506 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,859,678 | 31,141 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,866,633 | 31,176 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,187,736 | 26,576 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,710,534 | 18,968 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,689,862 | 21,785 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,360,764 | 18,968 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,433,813 | 20,448 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,286,568 | 19,879 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,448,695 | 20,622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,380,049 | 19,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,390,638 | 19,474 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,630,028 | 23,971 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,580,229 | 22,160 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $939,222 | 12,953 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||