Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$22,765,786
+$994,214 QoQ
Shares Held
235,866
-5.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.684439469868485.ToString("F0")%
Shared 0.ToString("F0")%
None 95.31556053013152.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $303,422,321 across 36 Utilities - Regulated Electric names. SO ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
359,935 | $33,430,762 | |
| 2 | DUK |
Duke Energy CORP
|
225,404 | $29,514,399 | |
| 3 | ED |
Consolidated Edison Inc
|
249,548 | $28,243,842 | |
| 4 | AEP |
American Electric Power Co Inc
|
193,428 | $25,354,542 | |
| 5 | EVRG |
Evergy, Inc.
|
302,333 | $24,767,119 | |
| 6 | SO |
Southern Co
This page
|
235,866 | $22,765,786 | |
| 7 | EIX |
Edison International
|
266,744 | $19,520,325 | |
| 8 | PCG |
PG&E Corp
|
1,087,404 | $19,105,688 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $19,507,070 | 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. | ||||||