Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,815,905
+$60,207 QoQ
Shares Held
18,973
+4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#792
of 2,356 holders
Holding Since
Mar 2020
17 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, 2026TCW GROUP INC holds $106,591,753 across 23 Utilities - Regulated Electric names. SO ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
697,282 | $80,089,809 | |
| 2 | POR |
Portland General Electric Co /Or/
|
108,732 | $5,635,579 | |
| 3 | ED |
Consolidated Edison Inc
|
34,753 | $3,844,724 | |
| 4 | NEE |
Nextera Energy Inc
|
38,839 | $3,408,898 | |
| 5 | SO |
Southern Co
This page
|
18,973 | $1,815,905 | |
| 6 | DUK |
Duke Energy CORP
|
13,081 | $1,655,792 | |
| 7 | AEP |
American Electric Power Co Inc
|
9,146 | $1,251,264 | |
| 8 | D |
Dominion Energy, Inc
|
14,091 | $962,274 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,815,905 | 18,973 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $1,755,698 | 18,190 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,509,432 | 17,310 | Shares | Defined | 2026-02-17 | |
| 2025-06-30 | $1,517,215 | 16,522 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,487,475 | 16,177 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,259,907 | 15,305 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $1,346,207 | 14,928 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $1,185,347 | 15,281 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,013,255 | 14,124 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,161,327 | 16,562 | Shares | Defined | 2024-02-09 | |
| 2021-09-30 | $840,251 | 13,559 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $820,455 | 13,559 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $994,560 | 16,000 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $982,880 | 16,000 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $867,520 | 16,000 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $829,600 | 16,000 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,078,522 | 19,921 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||