Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,122,567
+$7,222,234 QoQ
Shares Held
429,658
+22.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#145
of 2,367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $364,385,336 across 30 Utilities - Regulated Electric names. SO ranks #3 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
756,057 | $66,359,122 | |
| 2 | DUK |
Duke Energy CORP
|
468,221 | $59,267,414 | |
| 3 | SO |
Southern Co
This page
|
429,658 | $41,122,567 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
328,738 | $38,386,736 | |
| 5 | ETR |
Entergy Corp /De/
|
219,157 | $25,172,373 | |
| 6 | AEP |
American Electric Power Co Inc
|
182,155 | $24,920,625 | |
| 7 | ED |
Consolidated Edison Inc
|
214,839 | $23,767,638 | |
| 8 | NGG |
National Grid PLC
|
130,538 | $10,817,684 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,122,567 | 429,658 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $33,900,333 | 351,226 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $33,682,482 | 386,267 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $34,906,444 | 368,328 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $36,028,031 | 392,334 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $35,428,518 | 385,302 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $29,107,775 | 353,593 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $30,827,762 | 341,847 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $24,849,549 | 320,350 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $24,281,263 | 338,462 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $24,065,604 | 343,206 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $20,968,762 | 323,992 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,671,940 | 351,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $22,917,773 | 329,373 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $23,785,885 | 333,089 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,554,572 | 316,979 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $18,311,694 | 256,790 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,805,497 | 231,768 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,771,926 | 215,397 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,073,934 | 210,972 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,436,753 | 189,006 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,124,277 | 178,962 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,252,052 | 166,890 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,195,353 | 151,150 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $7,862,741 | 151,644 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,402,433 | 118,257 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||