Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$948,543,154
+$91,903,439 QoQ
Shares Held
9,827,426
+0.0% QoQ
Ownership
0.872%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.86934299988623.ToString("F0")%
Shared 3.099957201407571.ToString("F0")%
None 0.03069979870619224.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026NORTHERN TRUST CORP holds $11,395,523,761 across 38 Utilities - Regulated Electric names. SO ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,176,123 | $2,059,718,300 | |
| 2 | DUK |
Duke Energy CORP
|
7,362,197 | $964,006,070 | |
| 3 | SO |
Southern Co
This page
|
9,827,426 | $948,543,154 | |
| 4 | EXC |
Exelon Corp
|
14,657,327 | $718,502,164 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,672,492 | $612,470,247 | |
| 6 | D |
Dominion Energy, Inc
|
7,470,925 | $461,852,579 | |
| 7 | ETR |
Entergy Corp /De/
|
4,070,202 | $457,327,892 | |
| 8 | ED |
Consolidated Edison Inc
|
3,930,915 | $444,900,955 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||