Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$37,887,864
-$7,759,068 QoQ
Shares Held
392,539
-25.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Capital International, Inc./CA/ holds $178,034,745 across 7 Utilities - Regulated Electric names. SO ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
787,321 | $39,885,681 | |
| 2 | SO |
Southern Co
This page
|
392,539 | $37,887,864 | |
| 3 | CNP |
Centerpoint Energy Inc
|
692,437 | $29,885,580 | |
| 4 | EXC |
Exelon Corp
|
498,256 | $24,424,509 | |
| 5 | DTE |
Dte Energy Co
|
139,915 | $20,458,371 | |
| 6 | ETR |
Entergy Corp /De/
|
147,714 | $16,597,145 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
109,890 | $8,895,595 |
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,887,864 | 392,539 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $45,646,932 | 523,474 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $45,602,186 | 481,188 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,150,119 | 306,546 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $17,577,989 | 191,169 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,612,199 | 213,948 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $48,429,365 | 537,030 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $45,006,734 | 580,208 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $39,015,870 | 543,851 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $31,852,220 | 454,253 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $17,994,684 | 278,039 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,851,657 | 268,351 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||