Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,231
-$946 QoQ
Shares Held
692
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,153
of 2,356 holders
Holding Since
Mar 2026
2 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, 2026EFG International AG holds $13,647,750 across 16 Utilities - Regulated Electric names. SO ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
123,710 | $10,858,022 | |
| 2 | PCG |
PG&E Corp
|
82,239 | $1,383,259 | |
| 3 | EIX |
Edison International
|
10,366 | $771,748 | |
| 4 | EXC |
Exelon Corp
|
3,450 | $160,839 | |
| 5 | DTE |
Dte Energy Co
|
988 | $150,541 | |
| 6 | AEP |
American Electric Power Co Inc
|
718 | $98,229 | |
| 7 | SO |
Southern Co
This page
|
692 | $66,231 | |
| 8 | EVRG |
Evergy, Inc.
|
640 | $55,315 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,231 | 692 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $67,177 | 696 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||