Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$605,871,673
+$7,729,126 QoQ
Shares Held
6,330,286
+2.1% QoQ
Ownership
0.562%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#22
of 2,367 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VANGUARD FIDUCIARY TRUST CO holds $6,881,937,888 across 38 Utilities - Regulated Electric names. SO ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,709,404 | $1,027,734,389 | |
| 2 | SO |
Southern Co
This page
|
6,330,286 | $605,871,673 | |
| 3 | DUK |
Duke Energy CORP
|
4,374,832 | $553,766,234 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,055,155 | $417,975,755 | |
| 5 | D |
Dominion Energy, Inc
|
4,938,292 | $337,235,960 | |
| 6 | ETR |
Entergy Corp /De/
|
2,586,369 | $297,070,343 | |
| 7 | XEL |
Xcel Energy Inc
|
3,505,386 | $281,482,495 | |
| 8 | EXC |
Exelon Corp
|
5,745,909 | $267,874,277 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,871,673 | 6,330,286 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $598,142,547 | 6,197,084 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||