Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,484,204
-$37,178 QoQ
Shares Held
46,852
+0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#501
of 2,356 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BAILARD, INC. holds $22,763,438 across 13 Utilities - Regulated Electric names. SO ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
67,929 | $5,962,128 | |
| 2 | SO |
Southern Co
This page
|
46,852 | $4,484,204 | |
| 3 | EVRG |
Evergy, Inc.
|
45,046 | $3,893,325 | |
| 4 | XEL |
Xcel Energy Inc
|
25,128 | $2,017,778 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
19,820 | $1,608,591 | |
| 6 | EXC |
Exelon Corp
|
29,979 | $1,397,620 | |
| 7 | NGG |
National Grid PLC
|
13,927 | $1,154,130 | |
| 8 | NWE |
NorthWestern Energy Group, Inc.
|
9,326 | $667,928 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,484,204 | 46,852 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $4,521,382 | 46,844 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,082,529 | 46,818 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,174,713 | 44,051 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,049,335 | 44,096 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,004,514 | 43,551 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,581,002 | 43,501 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,526,669 | 39,107 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,873,270 | 37,041 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,933,393 | 26,950 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,527,685 | 36,048 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $2,364,156 | 36,529 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,565,951 | 36,526 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,509,889 | 36,072 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,594,825 | 36,337 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,487,100 | 36,575 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $2,557,105 | 35,859 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,043,476 | 28,182 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,917,153 | 27,955 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,727,847 | 27,882 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,661,725 | 27,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,561,645 | 25,123 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,084,853 | 17,660 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $979,267 | 18,061 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $935,840 | 18,049 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||