Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,078,838,093
+$716,849,577 QoQ
Shares Held
62,980,088
+2.4% QoQ
Ownership
5.59%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9.968861904416519.ToString("F0")%
Shared 0.6643830030850385.ToString("F0")%
None 89.36675509249844.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STATE STREET CORP holds $68,057,846,841 across 37 Utilities - Regulated Electric names. SO ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
119,667,918 | $11,114,756,223 | |
| 2 | SO |
Southern Co
This page
|
62,980,088 | $6,078,838,093 | |
| 3 | DUK |
Duke Energy CORP
|
44,532,642 | $5,831,104,143 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,288,136 | $3,970,168,866 | |
| 5 | EXC |
Exelon Corp
|
67,571,965 | $3,312,377,724 | |
| 6 | D |
Dominion Energy, Inc
|
49,212,515 | $3,042,317,677 | |
| 7 | XEL |
Xcel Energy Inc
|
37,125,656 | $2,949,262,112 | |
| 8 | ED |
Consolidated Edison Inc
|
24,879,928 | $2,815,910,251 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,078,838,093 | 62,980,088 | Shares | Defined | 2026-05-15 | |
| 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. | ||||||