Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$424,943,132
+$16,175,434 QoQ
Shares Held
4,876,684
+7.5% QoQ
Ownership
0.433%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#28
of 2,360 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Nuveen, LLC holds $7,527,313,831 across 38 Utilities - Regulated Electric names. SO ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,726,549 | $1,380,319,204 | |
| 2 | DUK |
Duke Energy CORP
|
6,532,464 | $826,879,291 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,729,832 | $783,898,314 | |
| 4 | LNT |
Alliant Energy Corp
|
7,890,946 | $602,000,269 | |
| 5 | SO |
Southern Co
This page
|
4,876,684 | $424,943,132 | |
| 6 | ETR |
Entergy Corp /De/
|
3,523,442 | $404,702,546 | |
| 7 | ES |
Eversource Energy
|
5,153,479 | $372,441,924 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,875,006 | $335,714,449 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $45,232,660 | 909,382 | Shares | Defined | 2026-08-11 | |
| 2026-06-30 | $379,710,472 | 3,967,302 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 SOMN | $33,249,786 | 646,883 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $375,517,912 | 3,890,571 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 SOMN | $21,311,093 | 423,175 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $398,826,813 | 4,573,702 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $424,398,918 | 4,478,199 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $472,385,915 | 5,144,135 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $510,228,710 | 5,548,980 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||