Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,178,440,703
-$53,054,437 QoQ
Shares Held
22,967,503
-1.5% QoQ
Ownership
2.04%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#9
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026FMR LLC holds $18,149,889,372 across 39 Utilities - Regulated Electric names. SO ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,555,864 | $2,594,118,181 | |
| 2 | SO |
Southern Co
This page
|
22,967,503 | $2,178,440,703 | |
| 3 | PCG |
PG&E Corp
|
119,559,243 | $2,010,986,465 | |
| 4 | ETR |
Entergy Corp /De/
|
13,241,867 | $1,520,960,840 | |
| 5 | AEP |
American Electric Power Co Inc
|
9,302,934 | $1,272,734,397 | |
| 6 | DUK |
Duke Energy CORP
|
9,703,239 | $1,228,235,989 | |
| 7 | XEL |
Xcel Energy Inc
|
11,152,597 | $895,553,537 | |
| 8 | EVRG |
Evergy, Inc.
|
8,557,681 | $739,640,366 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $21,401,082 | 430,259 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $2,157,039,621 | 22,537,244 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 SOMN | $22,351,752 | 434,859 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $2,209,143,388 | 22,887,934 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $21,899,499 | 434,859 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $2,006,160,782 | 23,006,431 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,322,366,331 | 24,505,290 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,272,008,637 | 24,741,464 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,668,568,577 | 29,021,953 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,322,739,142 | 28,215,976 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,649,090,884 | 29,375,592 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,357,678,012 | 30,394,199 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,368,296,302 | 33,012,215 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,545,252,079 | 36,298,518 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,518,045,504 | 38,906,760 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,604,020,183 | 37,067,903 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,415,781,833 | 34,719,486 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $2,271,735,762 | 31,812,572 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,528,739,528 | 37,187,346 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,489,935,689 | 34,917,062 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,344,481,853 | 32,333,221 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,751,520,853 | 25,539,820 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,545,156,258 | 24,933,940 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $1,370,384,853 | 22,647,246 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,306,646,461 | 21,020,696 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,213,257,916 | 19,750,251 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $899,803,074 | 16,595,409 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $745,523,356 | 14,378,464 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $701,521,429 | 12,957,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||