Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$933,682,822
-$14,860,332 QoQ
Shares Held
9,755,332
-0.7% QoQ
Ownership
0.865%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#16
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHERN TRUST CORP holds $11,334,606,645 across 38 Utilities - Regulated Electric names. SO ranks #2 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,792,879 | $1,912,760,985 | |
| 2 | SO |
Southern Co
This page
|
9,755,332 | $933,682,822 | |
| 3 | DUK |
Duke Energy CORP
|
7,243,531 | $916,886,149 | |
| 4 | EXC |
Exelon Corp
|
14,697,258 | $685,186,164 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,651,077 | $636,313,841 | |
| 6 | D |
Dominion Energy, Inc
|
7,703,375 | $526,063,474 | |
| 7 | ETR |
Entergy Corp /De/
|
4,016,477 | $461,332,544 | |
| 8 | EIX |
Edison International
|
6,081,615 | $452,776,232 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $933,682,822 | 9,755,332 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $948,543,154 | 9,827,426 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $856,639,715 | 9,823,850 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,001,955,156 | 10,572,493 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $972,097,040 | 10,585,833 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,003,419,357 | 10,912,663 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $889,489,740 | 10,805,269 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $932,882,790 | 10,344,675 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $831,530,153 | 10,719,739 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $736,395,530 | 10,264,783 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $750,777,783 | 10,707,042 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $694,953,197 | 10,737,843 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $742,813,453 | 10,573,857 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $783,937,193 | 11,266,703 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $835,519,207 | 11,700,311 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $809,111,124 | 11,898,693 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $848,275,520 | 11,895,604 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $806,797,377 | 11,126,705 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $772,286,510 | 11,261,104 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $712,383,258 | 11,495,615 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $709,840,628 | 11,730,964 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $752,385,009 | 12,104,006 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $748,746,309 | 12,188,610 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $686,153,285 | 12,654,985 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $663,687,723 | 12,800,149 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $682,411,849 | 12,604,578 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||