Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$32,039,814
+$22,742,289 QoQ
Shares Held
331,950
+211.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 68.23015514384696.ToString("F0")%
Shared 0.ToString("F0")%
None 31.769844856153036.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FIFTH THIRD BANCORP holds $628,688,440 across 32 Utilities - Regulated Electric names. SO ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,365,160 | $219,676,060 | |
| 2 | DUK |
Duke Energy CORP
|
725,882 | $95,046,989 | |
| 3 | AEP |
American Electric Power Co Inc
|
412,400 | $54,057,392 | |
| 4 | SO |
Southern Co
This page
|
331,950 | $32,039,814 | |
| 5 | FE |
Firstenergy Corp
|
440,485 | $22,314,970 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
173,765 | $20,116,774 | |
| 7 | D |
Dominion Energy, Inc
|
257,244 | $15,902,824 | |
| 8 | EXC |
Exelon Corp
|
309,020 | $15,148,160 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,039,814 | 331,950 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $9,297,525 | 106,623 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $10,270,603 | 108,374 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $9,943,260 | 108,279 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $9,963,702 | 108,360 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $8,848,329 | 107,487 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $9,674,149 | 107,276 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $8,289,285 | 106,862 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $8,714,473 | 121,473 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $8,492,864 | 121,119 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $7,547,711 | 116,621 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $8,179,769 | 116,438 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $8,414,100 | 120,927 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $8,782,787 | 122,991 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $6,793,948 | 99,911 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $7,194,608 | 100,892 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $7,200,533 | 99,304 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $6,709,661 | 97,837 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $6,225,134 | 100,454 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $6,077,261 | 100,434 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $6,245,961 | 100,482 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $5,784,555 | 94,165 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,332,428 | 98,348 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $5,006,221 | 96,552 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $5,196,898 | 95,990 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||