Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,182,959,620
-$1,203,420,908 QoQ
Shares Held
43,337,750
-29.8% QoQ
Ownership
3.84%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.82363371018647.ToString("F0")%
Shared 1.2185358311988008.ToString("F0")%
None 16.95783045861473.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. SO ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
This page
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,182,959,620 | 43,337,750 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,386,380,528 | 61,770,419 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $6,616,819,403 | 69,819,768 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $6,332,966,496 | 68,964,026 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,846,634,854 | 63,584,936 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $4,594,079,564 | 55,807,575 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $4,935,075,690 | 54,724,725 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,096,542,028 | 39,919,325 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $2,164,191,403 | 30,167,151 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $1,368,628,726 | 19,518,379 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $485,020,346 | 7,494,134 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $325,561,888 | 4,634,333 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $292,050,146 | 4,197,329 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $245,717,448 | 3,440,939 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $213,092,960 | 3,133,720 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $272,117,672 | 3,815,982 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $264,283,064 | 3,644,781 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $139,715,078 | 2,037,257 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $117,043,475 | 1,888,712 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $116,297,491 | 1,921,955 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $171,310,157 | 2,755,955 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $106,012,816 | 1,725,750 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $111,061,801 | 2,048,355 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $116,452,552 | 2,245,951 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $125,091,766 | 2,310,524 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||