Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,505,306,612
+$83,860,723 QoQ
Shares Held
15,595,800
-4.3% QoQ
Ownership
1.38%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.33540440374973.ToString("F0")%
Shared 21.250477692712142.ToString("F0")%
None 1.4141179035381322.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $13,723,744,433 across 27 Utilities - Regulated Electric names. SO ranks #4 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
109,393,836 | $1,922,049,694 | |
| 2 | DUK |
Duke Energy CORP
|
14,391,296 | $1,884,396,295 | |
| 3 | D |
Dominion Energy, Inc
|
26,621,442 | $1,645,737,541 | |
| 4 | SO |
Southern Co
This page
|
15,595,800 | $1,505,306,612 | |
| 5 | XEL |
Xcel Energy Inc
|
18,078,640 | $1,436,167,159 | |
| 6 | NEE |
Nextera Energy Inc
|
13,192,071 | $1,225,279,551 | |
| 7 | CMS |
Cms Energy Corp
|
7,630,373 | $591,964,334 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,493,458 | $589,002,473 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,505,306,612 | 15,595,800 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,421,445,889 | 16,300,985 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,877,412,555 | 19,810,199 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,867,073,507 | 20,331,847 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,947,369,140 | 21,178,566 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,804,487,902 | 21,920,407 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,269,489,987 | 25,166,223 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,006,144,193 | 25,862,372 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,887,932,293 | 26,316,313 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,782,423,471 | 25,419,616 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,689,444,212 | 26,103,897 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,897,882,709 | 27,016,124 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,904,858,051 | 27,376,517 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,896,550,910 | 26,558,618 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,880,562,644 | 27,655,333 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,016,095,142 | 28,272,264 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,124,067,115 | 29,293,437 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,101,867,611 | 30,648,405 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,910,074,971 | 30,822,575 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,891,703,009 | 31,262,651 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,987,567,364 | 31,975,022 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,968,914,243 | 32,051,347 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $1,563,321,733 | 28,832,935 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,452,322,697 | 28,010,081 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $1,458,719,191 | 26,943,465 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||