Position in SO
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$18,926,896
-$896,541 QoQ
Shares Held
196,093
-13.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026TEACHER RETIREMENT SYSTEM OF TEXAS holds $209,192,513 across 27 Utilities - Regulated Electric names. SO ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
292,328 | $38,277,428 | |
| 2 | NEE |
Nextera Energy Inc
|
366,769 | $34,065,504 | |
| 3 | DTE |
Dte Energy Co
|
206,838 | $30,243,852 | |
| 4 | SO |
Southern Co
This page
|
196,093 | $18,926,896 | |
| 5 | AEP |
American Electric Power Co Inc
|
121,561 | $15,934,215 | |
| 6 | ES |
Eversource Energy
|
173,952 | $12,051,394 | |
| 7 | EIX |
Edison International
|
150,708 | $11,028,811 | |
| 8 | D |
Dominion Energy, Inc
|
152,084 | $9,401,832 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,926,896 | 196,093 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $19,823,437 | 227,333 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $29,232,848 | 308,461 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $39,686,722 | 432,176 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $44,998,399 | 489,379 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $29,692,494 | 360,696 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,396,178 | 203,994 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,656,326 | 72,919 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $25,032,381 | 348,932 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $17,657,127 | 251,813 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $21,531,243 | 332,683 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $23,837,651 | 339,326 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $18,913,166 | 271,819 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,805,931 | 361,377 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $27,959,016 | 411,162 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $27,915,297 | 391,464 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $20,641,349 | 284,669 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $20,854,355 | 304,088 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $31,300,861 | 505,097 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $19,467,216 | 321,719 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $10,835,731 | 174,320 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $13,219,428 | 215,195 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,715,749 | 216,078 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $16,814,695 | 324,295 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $24,048,988 | 444,200 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||