Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$980,248,442
+$9,357,507 QoQ
Shares Held
10,863,803
+2.4% QoQ
Ownership
0.964%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#15
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 70%
None 30%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $9,541,878,445 across 37 Utilities - Regulated Electric names. SO ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
14,077,782 | $1,616,974,036 | |
| 2 | AEP |
American Electric Power Co Inc
|
9,728,413 | $1,330,944,179 | |
| 3 | SO |
Southern Co
This page
|
10,863,803 | $980,248,442 | |
| 4 | DTE |
Dte Energy Co
|
5,606,302 | $854,232,233 | |
| 5 | NEE |
Nextera Energy Inc
|
9,201,237 | $807,592,567 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,822,834 | $679,932,321 | |
| 7 | AEE |
Ameren Corp
|
5,936,910 | $671,108,303 | |
| 8 | PCG |
PG&E Corp
|
36,787,426 | $618,764,502 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $64,407,877 | 1,294,891 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $915,840,565 | 9,568,912 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 SOMN | $60,129,570 | 1,169,836 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $910,761,365 | 9,435,986 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $54,254,640 | 1,077,336 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $826,056,236 | 9,473,122 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $929,340,395 | 9,806,272 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $895,628,088 | 9,753,110 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $854,470,475 | 9,292,773 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $763,079,889 | 9,269,678 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $856,365,330 | 9,496,178 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $736,415,135 | 9,493,556 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $684,889,940 | 9,546,835 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $554,668,549 | 7,910,276 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $488,454,006 | 7,547,188 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $382,876,548 | 5,450,200 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $390,898,002 | 5,617,965 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $160,304,522 | 2,244,847 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $149,806,652 | 2,203,039 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $158,977,941 | 2,229,392 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $164,391,479 | 2,267,156 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $135,578,062 | 1,976,933 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $121,320,216 | 1,957,725 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $134,590,575 | 2,224,270 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $143,329,333 | 2,305,813 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $131,163,983 | 2,135,178 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $113,525,834 | 2,093,800 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $106,866,788 | 2,061,076 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $120,751,851 | 2,230,363 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||