Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,221,202
+$383,074 QoQ
Shares Held
556,795
+1.6% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#121
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 2%
None 5%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,348,286,914 across 39 Utilities - Regulated Electric names. SO ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,078,549 | $533,514,241 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
2,539,022 | $296,481,595 | |
| 3 | DUK |
Duke Energy CORP
|
554,986 | $70,250,124 | |
| 4 | D |
Dominion Energy, Inc
|
968,991 | $66,172,391 | |
| 5 | AEP |
American Electric Power Co Inc
|
458,820 | $62,771,162 | |
| 6 | SO |
Southern Co
This page
|
556,795 | $53,221,202 | |
| 7 | XEL |
Xcel Energy Inc
|
407,218 | $32,694,492 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
389,412 | $31,604,673 |
All Filings in SO
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOJC | $18,888 | 925 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $53,202,314 | 555,870 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 SOJC | $19,203 | 925 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $52,818,925 | 547,233 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 SOJC | $19,989 | 925 | Shares | Defined | 2026-02-06 | |
| 2025-12-31 | $44,733,247 | 512,996 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 SOJC | $21,016 | 925 | Shares | Defined | 2025-11-07 | |
| 2025-09-30 | $50,287,705 | 530,629 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 SOJC | $19,711 | 925 | Shares | Defined | 2025-08-08 | |
| 2025-06-30 | $47,938,196 | 522,032 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $47,655,107 | 518,272 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $42,700,367 | 518,712 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $46,380,653 | 514,312 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $40,167,526 | 517,823 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $38,123,709 | 531,415 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $38,131,601 | 543,805 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $36,130,714 | 558,262 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 SOJD | $4,731 | 206 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $40,100,383 | 570,824 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 SOJD | $4,655 | 206 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $38,933,763 | 559,554 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 SOJD | $4,399 | 224 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 SOJE | $416 | 24 | Shares | Defined | 2023-02-10 | |
| 2022-12-31 | $40,266,310 | 563,875 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 SOJD | $4,251 | 206 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $42,762,208 | 628,856 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 SOJD | $4,501 | 206 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $40,697,184 | 570,708 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 SOJD | $5,477 | 227 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 SOJE | $736 | 33 | Shares | Defined | 2022-05-12 | |
| 2022-03-31 | $42,534,290 | 586,599 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 SOJD | $6,153 | 227 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 SOJE | $858 | 33 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $41,466,962 | 604,651 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 SOJD | $5,448 | 206 | Shares | Defined | 2021-11-05 | |
| 2021-09-30 | $37,190,051 | 600,130 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 SOJD | $5,524 | 206 | Shares | Defined | 2021-08-06 | |
| 2021-06-30 | $36,519,052 | 603,521 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $37,772,699 | 607,669 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $37,827,605 | 615,784 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $32,142,752 | 592,821 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $28,702,238 | 553,563 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $30,510,376 | 563,546 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||