Position in SO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$13,044,966
+$1,458,529 QoQ
Shares Held
135,153
+1.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 41%
Shared 1%
None 59%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Pathstone Holdings, LLC holds $165,781,449 across 33 Utilities - Regulated Electric names. SO ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
283,321 | $26,314,853 | |
| 2 | D |
Dominion Energy, Inc
|
360,230 | $22,269,418 | |
| 3 | DUK |
Duke Energy CORP
|
102,355 | $13,402,362 | |
| 4 | SO |
Southern Co
This page
|
135,153 | $13,044,966 | |
| 5 | NGG |
National Grid PLC
|
116,208 | $9,831,196 | |
| 6 | AEP |
American Electric Power Co Inc
|
68,117 | $8,928,775 | |
| 7 | XEL |
Xcel Energy Inc
|
87,438 | $6,946,074 | |
| 8 | ETR |
Entergy Corp /De/
|
53,837 | $6,049,124 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,044,966 | 135,153 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $11,586,437 | 132,872 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,794,138 | 135,002 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $12,262,793 | 133,538 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $12,364,607 | 134,471 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,839,649 | 131,677 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,652,156 | 129,210 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $12,066,401 | 155,555 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,544,057 | 146,976 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $10,326,361 | 147,267 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||