Position in SO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$103,594,335
-$4,378,187 QoQ
Shares Held
1,073,294
-13.3% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81.07396482231336.ToString("F0")%
Shared 18.926035177686636.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $2,562,610,832 across 24 Utilities - Regulated Electric names. SO ranks #13 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
2,424,903 | $192,634,293 | |
| 2 | NEE |
Nextera Energy Inc
|
1,921,380 | $178,457,774 | |
| 3 | ETR |
Entergy Corp /De/
|
1,532,230 | $172,161,362 | |
| 4 | CNP |
Centerpoint Energy Inc
|
3,866,699 | $166,886,728 | |
| 5 | LNT |
Alliant Energy Corp
|
1,898,175 | $136,213,037 | |
| 6 | EVRG |
Evergy, Inc.
|
1,655,860 | $135,648,050 | |
| 7 | AEE |
Ameren Corp
|
1,159,881 | $127,494,119 | |
| 8 | DUK |
Duke Energy CORP
|
896,997 | $117,452,786 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,594,335 | 1,073,294 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $107,972,522 | 1,238,217 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $109,126,328 | 1,151,486 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $123,600,792 | 1,345,974 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $119,616,467 | 1,300,886 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $112,414,051 | 1,365,574 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $144,352,749 | 1,600,718 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $143,859,770 | 1,854,580 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $134,350,726 | 1,872,745 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $111,432,390 | 1,589,167 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $97,854,892 | 1,511,973 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $106,688,394 | 1,518,696 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $105,675,807 | 1,518,767 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $103,782,438 | 1,453,332 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $98,429,456 | 1,447,492 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $99,664,496 | 1,397,623 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $106,049,210 | 1,462,546 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $104,877,816 | 1,529,277 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $105,033,138 | 1,694,903 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $103,098,269 | 1,703,822 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $107,527,476 | 1,729,850 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $99,109,933 | 1,613,380 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $100,677,322 | 1,856,830 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $86,705,125 | 1,672,230 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $90,534,532 | 1,672,230 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||