Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,750,352
+$692,608 QoQ
Shares Held
60,081
+14.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#449
of 2,354 holders
Holding Since
Sep 2023
12 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, 2026Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. SO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
202,714 | $25,659,538 | |
| 2 | FE |
Firstenergy Corp
|
358,788 | $17,056,781 | |
| 3 | EVRG |
Evergy, Inc.
|
182,423 | $15,766,819 | |
| 4 | EXC |
Exelon Corp
|
308,405 | $14,377,841 | |
| 5 | NEE |
Nextera Energy Inc
|
129,364 | $11,354,278 | |
| 6 | SO |
Southern Co
This page
|
60,081 | $5,750,352 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,702 | $4,285,692 | |
| 8 | AEP |
American Electric Power Co Inc
|
20,742 | $2,837,713 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,750,352 | 60,081 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $5,057,744 | 52,401 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,269,496 | 60,430 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,671,700 | 59,847 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $7,220,776 | 78,632 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,455,087 | 135,455 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $11,834,405 | 143,761 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,421,393 | 137,740 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $11,700,426 | 150,837 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $10,846,872 | 151,197 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,027,160 | 143,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,242,480 | 127,356 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||