Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,298,538,960
+$49,406,795 QoQ
Shares Held
13,593,077
+4.8% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#14
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. SO ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
This page
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $2,655,716 | 53,392 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $1,295,883,244 | 13,539,685 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 SOMN | $2,570,000 | 50,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $1,246,562,165 | 12,915,066 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $2,518,000 | 50,000 | Shares | Defined | 2026-05-27 | |
| 2025-12-31 | $1,146,526,435 | 13,148,239 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $1,323,053,827 | 13,960,682 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $1,181,040,590 | 12,861,163 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,122,340,773 | 12,205,990 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $946,007,191 | 11,491,827 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,015,988,252 | 11,266,226 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $864,721,963 | 11,147,634 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $796,623,766 | 11,104,318 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $741,765,816 | 10,578,520 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $634,987,781 | 9,811,307 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $664,718,491 | 9,462,185 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $653,797,817 | 9,396,347 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $656,295,454 | 9,190,526 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $607,558,784 | 8,934,688 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $618,933,714 | 8,679,480 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $364,240,855 | 5,023,319 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $427,236,112 | 6,229,748 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $309,621,449 | 4,996,312 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $328,809,518 | 5,433,970 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $271,609,359 | 4,369,520 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $281,085,614 | 4,575,706 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $182,887,256 | 3,373,059 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $167,194,935 | 3,224,589 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $156,483,761 | 2,890,354 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||