Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,233,119,582
+$127,245,089 QoQ
Shares Held
65,416,512
+3.0% QoQ
Ownership
5.80%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#4
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 10%
Shared 1%
None 89%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026STATE STREET CORP holds $68,844,792,354 across 37 Utilities - Regulated Electric names. SO ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
118,952,736 | $10,440,481,638 | |
| 2 | SO |
Southern Co
This page
|
65,416,512 | $6,233,119,582 | |
| 3 | DUK |
Duke Energy CORP
|
44,953,588 | $5,690,225,169 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,783,142 | $4,211,441,657 | |
| 5 | D |
Dominion Energy, Inc
|
50,917,469 | $3,477,153,958 | |
| 6 | EXC |
Exelon Corp
|
67,464,176 | $3,145,179,885 | |
| 7 | XEL |
Xcel Energy Inc
|
38,896,012 | $3,123,349,763 | |
| 8 | ETR |
Entergy Corp /De/
|
25,587,118 | $2,938,936,373 |
All Filings in SO
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $30,182,430 | 606,804 | Shares | Defined | 2026-08-07 | |
| 2026-06-30 | $6,202,937,152 | 64,809,708 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 SOMN | $27,036,400 | 526,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $6,078,838,093 | 62,980,088 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $28,453,400 | 565,000 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $5,361,988,516 | 61,490,694 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,603,268,952 | 59,124,923 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,428,671,409 | 59,116,535 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,369,744,189 | 58,398,523 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,745,439,217 | 57,646,249 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,314,184,484 | 58,928,637 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,451,188,450 | 57,382,860 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,143,199,072 | 57,752,984 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,460,080,066 | 63,606,390 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,064,574,240 | 62,802,445 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,399,344,500 | 62,624,121 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,406,444,901 | 63,329,188 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,654,604,059 | 65,181,404 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $4,424,661,332 | 65,068,549 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,546,405,632 | 63,755,513 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,546,511,506 | 62,701,855 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,601,122,838 | 52,509,811 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,227,201,464 | 52,076,835 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,143,028,754 | 51,942,303 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,225,273,045 | 51,886,632 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $3,207,772,073 | 52,218,331 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,931,631,861 | 54,069,197 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $2,898,297,819 | 55,897,740 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,126,921,696 | 57,756,219 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||