Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$528,262,730
+$92,404,472 QoQ
Shares Held
5,519,410
+22.2% QoQ
Ownership
0.490%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#26
of 2,359 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,126,884,845 across 19 Utilities - Regulated Electric names. SO ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
40,867,860 | $2,790,866,153 | |
| 2 | AEP |
American Electric Power Co Inc
|
13,872,005 | $1,897,829,000 | |
| 3 | EXC |
Exelon Corp
|
20,145,585 | $939,187,169 | |
| 4 | CMS |
Cms Energy Corp
|
12,158,296 | $930,109,642 | |
| 5 | DUK |
Duke Energy CORP
|
6,243,806 | $790,340,962 | |
| 6 | PPL |
PPL Corp
|
21,607,366 | $788,420,094 | |
| 7 | SO |
Southern Co
This page
|
5,519,410 | $528,262,730 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
3,572,456 | $417,155,685 |
All Filings in SO
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,262,730 | 5,519,410 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $435,858,258 | 4,515,730 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $322,735,745 | 3,701,098 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $288,938,376 | 3,048,838 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $280,116,394 | 3,050,380 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $279,439,083 | 3,039,033 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $245,660,083 | 2,984,209 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $272,948,886 | 3,026,712 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $247,732,360 | 3,193,662 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $246,621,887 | 3,437,718 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $247,457,125 | 3,529,052 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $167,922,834 | 2,594,605 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $550,852,447 | 7,841,316 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $457,305,712 | 6,572,373 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $178,880,478 | 2,504,978 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $169,279,676 | 2,489,407 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 SOLN | — | 107,231 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $182,143,138 | 2,554,244 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 SOLN | — | 112,931 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $188,364,518 | 2,597,773 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 SOLN | — | 116,471 | Shares | Defined | 2022-02-11 | |
| 2021-12-31 | $172,854,860 | 2,520,485 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 SOLN | — | 111,671 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $155,134,581 | 2,503,382 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 SOLN | — | 103,071 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $143,226,866 | 2,366,995 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 SOLN | — | 103,071 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $190,089,006 | 3,058,060 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 SOLN | — | 105,071 | Shares | Defined | 2021-02-12 | |
| 2020-12-31 | $203,111,842 | 3,306,395 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 SOLN | — | 105,071 | Shares | Defined | 2020-11-16 | |
| 2020-09-30 | $54,814,518 | 1,010,965 | Shares | Defined | 2020-11-16 | |
| 2020-03-31 | $63,551,047 | 1,173,828 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||