Position in SO
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$23,885,579
+$1,119,793 QoQ
Shares Held
249,562
+5.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#199
of 2,367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $355,612,780 across 36 Utilities - Regulated Electric names. SO ranks #6 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
368,507 | $32,343,859 | |
| 2 | DUK |
Duke Energy CORP
|
252,532 | $31,965,500 | |
| 3 | ED |
Consolidated Edison Inc
|
273,028 | $30,205,087 | |
| 4 | AEP |
American Electric Power Co Inc
|
209,913 | $28,718,197 | |
| 5 | EVRG |
Evergy, Inc.
|
309,684 | $26,765,988 | |
| 6 | SO |
Southern Co
This page
|
249,562 | $23,885,579 | |
| 7 | EIX |
Edison International
|
290,937 | $21,660,259 | |
| 8 | PCG |
PG&E Corp
|
1,233,572 | $20,748,681 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,885,579 | 249,562 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $22,765,786 | 235,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,771,572 | 249,674 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,039,345 | 243,108 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,174,281 | 241,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,229,096 | 241,752 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,394,592 | 235,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,107,542 | 256,238 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,467,422 | 251,477 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $16,938,890 | 236,115 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,243,302 | 174,605 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $11,014,826 | 170,192 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,293,600 | 160,763 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,474,364 | 150,537 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,435,046 | 132,125 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $8,250,372 | 121,329 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,512,651 | 105,352 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,502,551 | 89,678 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $6,054,928 | 88,290 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $5,492,772 | 88,636 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,477,376 | 73,994 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,797,570 | 77,181 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,524,834 | 41,101 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,647,833 | 48,835 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,253,763 | 43,467 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,380,698 | 43,973 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||