Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$52,818,925
+$8,085,678 QoQ
Shares Held
547,233
+6.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.15739365133317.ToString("F0")%
Shared 2.3503699521044967.ToString("F0")%
None 4.492236396562342.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $1,385,279,620 across 39 Utilities - Regulated Electric names. SO ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,414,739 | $595,800,954 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
2,571,015 | $297,646,403 | |
| 3 | DUK |
Duke Energy CORP
|
687,731 | $90,051,493 | |
| 4 | AEP |
American Electric Power Co Inc
|
476,908 | $62,513,097 | |
| 5 | D |
Dominion Energy, Inc
|
1,003,510 | $62,036,983 | |
| 6 | SO |
Southern Co
This page
|
547,233 | $52,818,925 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
387,957 | $31,405,117 | |
| 8 | ED |
Consolidated Edison Inc
|
254,693 | $28,826,150 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,818,925 | 547,233 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $44,733,247 | 512,996 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $50,287,705 | 530,629 | Shares | Defined | 2025-11-07 | |
| 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 | $40,100,383 | 570,824 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $38,933,763 | 559,554 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,266,310 | 563,875 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $42,762,208 | 628,856 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $40,697,184 | 570,708 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $42,534,290 | 586,599 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $41,466,962 | 604,651 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $37,190,051 | 600,130 | Shares | Defined | 2021-11-05 | |
| 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. | ||||||