Position in SO
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,763,420
+$1,077,156 QoQ
Shares Held
18,270
+132.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Banque Cantonale Vaudoise holds $31,350,572 across 20 Utilities - Regulated Electric names. SO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,072 | $6,879,806 | |
| 2 | DUK |
Duke Energy CORP
|
40,308 | $5,277,929 | |
| 3 | EXC |
Exelon Corp
|
66,179 | $3,244,094 | |
| 4 | XEL |
Xcel Energy Inc
|
39,735 | $3,156,548 | |
| 5 | SO |
Southern Co
This page
|
18,270 | $1,763,420 | |
| 6 | D |
Dominion Energy, Inc
|
28,018 | $1,732,072 | |
| 7 | PCG |
PG&E Corp
|
98,435 | $1,729,502 | |
| 8 | ED |
Consolidated Edison Inc
|
12,036 | $1,362,234 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,763,420 | 18,270 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $686,264 | 7,870 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $709,922 | 7,491 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $839,693 | 9,144 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $944,510 | 10,272 | Shares | Sole | 2025-05-08 | |
| 2024-06-30 | $270,253 | 3,484 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $940,652 | 13,519 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $965,391 | 13,519 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,902,844 | 27,983 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,318,022 | 18,483 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,891,278 | 26,083 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,788,772 | 26,083 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,517,211 | 24,483 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,481,466 | 24,483 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,493,420 | 104,463 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,441,734 | 104,863 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $6,233,239 | 114,962 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,768,986 | 111,263 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $6,053,014 | 111,803 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||