Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,899,602
+$231,546 QoQ
Shares Held
134,778
+2.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#276
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $114,074,643 across 29 Utilities - Regulated Electric names. SO ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
490,853 | $43,082,167 | |
| 2 | SO |
Southern Co
This page
|
134,778 | $12,899,602 | |
| 3 | DUK |
Duke Energy CORP
|
99,204 | $12,557,242 | |
| 4 | AEP |
American Electric Power Co Inc
|
55,280 | $7,562,856 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
46,275 | $5,403,531 | |
| 6 | ED |
Consolidated Edison Inc
|
29,645 | $3,279,626 | |
| 7 | XEL |
Xcel Energy Inc
|
39,054 | $3,136,036 | |
| 8 | ETR |
Entergy Corp /De/
|
24,234 | $2,783,517 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,899,602 | 134,778 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $12,668,056 | 131,248 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,240,516 | 128,905 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,794,410 | 124,453 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,421,390 | 102,596 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,360,601 | 101,801 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,497,646 | 103,227 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,404,150 | 104,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,788,958 | 100,412 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,592,762 | 91,898 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,344,667 | 90,483 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,797,941 | 89,585 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,388,886 | 90,945 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,275,211 | 90,187 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,568,648 | 91,985 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,515,760 | 95,820 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,831,569 | 95,801 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $6,858,140 | 94,582 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,527,787 | 95,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,677,753 | 91,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,432,043 | 89,771 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,573,452 | 89,663 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,660,897 | 92,152 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,546,075 | 83,845 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,788,886 | 73,074 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,949,458 | 72,949 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||