Position in SO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$408,906,304
+$36,968,046 QoQ
Shares Held
4,236,493
-0.7% QoQ
Ownership
0.376%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 97.11154957650113.ToString("F0")%
Shared 0.ToString("F0")%
None 2.8884504234988704.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pictet Asset Management Holding SA holds $4,879,121,432 across 33 Utilities - Regulated Electric names. SO ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,648,920 | $896,191,689 | |
| 2 | XEL |
Xcel Energy Inc
|
8,871,863 | $704,780,796 | |
| 3 | SO |
Southern Co
This page
|
4,236,493 | $408,906,304 | |
| 4 | CMS |
Cms Energy Corp
|
4,166,815 | $323,261,507 | |
| 5 | CNP |
Centerpoint Energy Inc
|
6,910,848 | $298,272,199 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
3,598,385 | $291,289,265 | |
| 7 | ETR |
Entergy Corp /De/
|
2,434,042 | $273,488,959 | |
| 8 | AEE |
Ameren Corp
|
2,268,081 | $249,307,463 |
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $408,906,304 | 4,236,493 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $371,938,258 | 4,265,347 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $380,038,788 | 4,010,117 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $365,164,841 | 3,976,531 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $335,322,616 | 3,646,793 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $220,601,300 | 2,679,802 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $263,544,015 | 2,922,422 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $324,286,892 | 4,180,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $330,442,833 | 4,606,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $375,493,231 | 5,355,009 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $347,780,362 | 5,373,615 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||