Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,107,707
+$115,013 QoQ
Shares Held
21,837
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026M&G PLC holds $566,441,295 across 8 Utilities - Regulated Electric names. SO ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,034,446 | $374,719,344 | |
| 2 | EXC |
Exelon Corp
|
1,589,929 | $77,938,319 | |
| 3 | ES |
Eversource Energy
|
881,205 | $61,049,882 | |
| 4 | EIX |
Edison International
|
490,315 | $35,881,251 | |
| 5 | PCG |
PG&E Corp
|
811,744 | $14,262,342 | |
| 6 | SO |
Southern Co
This page
|
21,837 | $2,107,707 | |
| 7 | ETR |
Entergy Corp /De/
|
2,482 | $278,877 | |
| 8 | D |
Dominion Energy, Inc
|
3,293 | $203,573 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,107,707 | 21,837 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,992,694 | 22,852 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,879,194 | 19,829 | Shares | Defined | 2025-11-07 | |
| 2024-03-31 | $5,627,142 | 78,438 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||