Position in SO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$375,517,912
-$23,308,901 QoQ
Shares Held
3,890,571
-14.9% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99.80725194322376.ToString("F0")%
Shared 0.ToString("F0")%
None 0.19274805677624182.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Nuveen, LLC holds $7,398,659,441 across 34 Utilities - Regulated Electric names. SO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,466,114 | $1,529,372,667 | |
| 2 | DUK |
Duke Energy CORP
|
6,437,513 | $842,927,950 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,994,316 | $785,734,939 | |
| 4 | LNT |
Alliant Energy Corp
|
7,440,386 | $533,922,098 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,591,004 | $415,730,532 | |
| 6 | SO |
Southern Co
This page
|
3,890,571 | $375,517,912 | |
| 7 | ETR |
Entergy Corp /De/
|
3,296,925 | $370,442,491 | |
| 8 | ES |
Eversource Energy
|
4,614,909 | $319,720,894 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,517,912 | 3,890,571 | Shares | Defined | 2026-04-30 | |
| 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. | ||||||