Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,622,434,501
+$284,721,628 QoQ
Shares Held
16,809,309
+9.6% QoQ
Ownership
1.49%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.81392453431607.ToString("F0")%
Shared 0.ToString("F0")%
None 0.1860754656839255.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $15,707,973,476 across 35 Utilities - Regulated Electric names. SO ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,529,576 | $4,321,667,012 | |
| 2 | PPL |
PPL Corp
|
43,836,112 | $1,674,539,476 | |
| 3 | SO |
Southern Co
This page
|
16,809,309 | $1,622,434,501 | |
| 4 | DUK |
Duke Energy CORP
|
10,370,071 | $1,357,857,090 | |
| 5 | ETR |
Entergy Corp /De/
|
6,588,009 | $740,228,687 | |
| 6 | AEE |
Ameren Corp
|
5,682,375 | $624,606,655 | |
| 7 | XEL |
Xcel Energy Inc
|
7,767,142 | $617,021,756 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,434,011 | $513,325,448 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,622,434,501 | 16,809,309 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,337,712,873 | 15,340,744 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,323,275,495 | 13,963,021 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,287,063,654 | 14,015,721 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,374,258,488 | 14,945,715 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,160,664,909 | 14,099,428 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,276,083,247 | 14,150,402 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,265,228,595 | 16,310,798 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,214,549,227 | 16,929,875 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,097,999,960 | 15,658,870 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,015,119,733 | 15,684,792 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,128,981,988 | 16,070,918 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,073,492,830 | 15,428,181 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,076,779,103 | 15,078,828 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,015,792,840 | 14,938,130 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,174,633,791 | 16,472,217 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,721,459,253 | 23,740,991 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,962,851,424 | 28,621,339 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,844,475,695 | 29,764,010 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,729,489,555 | 28,581,880 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,921,616,412 | 30,914,035 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,969,173,601 | 32,055,569 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,510,228,153 | 27,853,710 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,382,449,897 | 26,662,486 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,465,773,148 | 27,073,756 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||