Position in SO
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$85,958,781
+$8,459,433 QoQ
Shares Held
890,580
+0.2% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $649,187,785 across 33 Utilities - Regulated Electric names. SO ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,191,696 | $203,564,724 | |
| 2 | SO |
Southern Co
This page
|
890,580 | $85,958,781 | |
| 3 | DUK |
Duke Energy CORP
|
532,024 | $69,663,222 | |
| 4 | ED |
Consolidated Edison Inc
|
320,701 | $36,296,939 | |
| 5 | AEP |
American Electric Power Co Inc
|
236,808 | $31,040,792 | |
| 6 | D |
Dominion Energy, Inc
|
493,273 | $30,494,136 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
159,726 | $18,491,479 | |
| 8 | XEL |
Xcel Energy Inc
|
229,916 | $18,264,527 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,958,781 | 890,580 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $77,499,348 | 888,754 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $93,361,054 | 985,133 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $97,067,156 | 1,057,031 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $100,460,340 | 1,092,554 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $87,162,474 | 1,058,825 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $93,530,818 | 1,037,157 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $78,720,130 | 1,014,827 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $72,335,657 | 1,008,303 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $67,247,183 | 959,030 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $61,307,638 | 947,275 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $65,488,174 | 932,216 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $63,330,672 | 910,185 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $64,380,328 | 901,559 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $61,318,932 | 901,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $63,234,285 | 886,752 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $63,660,227 | 877,951 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $58,897,258 | 858,811 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $51,116,326 | 824,856 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $48,623,113 | 803,555 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $55,049,766 | 885,614 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $54,102,076 | 880,711 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $47,156,652 | 869,728 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $43,421,419 | 837,443 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $43,869,154 | 810,291 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||