Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,271,710
-$11,945,881 QoQ
Shares Held
96,060
-60.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FIL Ltd holds $3,051,809,563 across 23 Utilities - Regulated Electric names. SO ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
19,393,790 | $1,081,979,542 | |
| 2 | EMA |
Emera Inc
|
12,811,944 | $664,555,534 | |
| 3 | NEE |
Nextera Energy Inc
|
5,828,725 | $541,371,976 | |
| 4 | EXC |
Exelon Corp
|
7,489,847 | $367,152,299 | |
| 5 | CMS |
Cms Energy Corp
|
3,036,193 | $235,547,852 | |
| 6 | DUK |
Duke Energy CORP
|
731,702 | $95,809,059 | |
| 7 | AEE |
Ameren Corp
|
275,285 | $30,259,326 | |
| 8 | SO |
Southern Co
This page
|
96,060 | $9,271,710 |
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,271,710 | 96,060 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $21,217,591 | 243,321 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $22,187,836 | 234,123 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,114,035 | 273,484 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $39,978,020 | 434,780 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $21,634,354 | 262,808 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $32,565,079 | 361,112 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $38,748,619 | 499,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $30,454,347 | 424,510 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,765,444 | 53,700 | Shares | Defined | 2024-02-13 | |
| 2021-03-31 | $745 | 12 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $737 | 12 | Shares | Defined | 2021-03-23 | |
| 2020-09-30 | $325 | 6 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,533 | 126 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $541 | 10 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||