Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,826,603
+$210,526 QoQ
Shares Held
29,533
+9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#635
of 2,354 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIZENS FINANCIAL GROUP INC/RI holds $41,154,022 across 23 Utilities - Regulated Electric names. SO ranks #2 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
194,124 | $17,038,263 | |
| 2 | SO |
Southern Co
This page
|
29,533 | $2,826,603 | |
| 3 | DUK |
Duke Energy CORP
|
21,668 | $2,742,734 | |
| 4 | ED |
Consolidated Edison Inc
|
22,196 | $2,455,542 | |
| 5 | AEP |
American Electric Power Co Inc
|
11,520 | $1,576,051 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
18,543 | $1,504,949 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
12,703 | $1,483,329 | |
| 8 | PCG |
PG&E Corp
|
79,575 | $1,338,451 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,826,603 | 29,533 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,616,077 | 27,104 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $2,495,227 | 28,615 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $2,639,154 | 27,848 | Shares | Defined | 2025-10-24 | |
| 2025-06-30 | $2,933,968 | 31,950 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,548,669 | 27,718 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $1,688,547 | 20,512 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $1,868,799 | 20,723 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $1,396,104 | 17,998 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $751,547 | 10,476 | Shares | Defined | 2024-05-17 | |
| 2023-12-31 | $1,061,055 | 15,132 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $602,866 | 9,315 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,151,327 | 16,389 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $1,133,736 | 16,294 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $846,279 | 11,851 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $976,412 | 14,359 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,029,358 | 14,435 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,058,138 | 14,593 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $993,792 | 14,491 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $878,485 | 14,176 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $705,425 | 11,658 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $743,433 | 11,960 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $734,702 | 11,960 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $737,229 | 13,597 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $739,847 | 14,269 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $796,236 | 14,707 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||