Position in SO
as of Jun 30, 2026
· filed Aug 25, 2026
Position Value
$32,887,774
+$7,553,494 QoQ
Shares Held
343,619
+30.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#163
of 2,367 holders
Holding Since
Mar 2020
8 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, 2026VIRGINIA RETIREMENT SYSTEMS ET Al holds $329,356,863 across 16 Utilities - Regulated Electric names. SO ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
700,405 | $88,657,264 | |
| 2 | ED |
Consolidated Edison Inc
|
483,552 | $53,495,357 | |
| 3 | AEP |
American Electric Power Co Inc
|
314,500 | $43,026,745 | |
| 4 | EIX |
Edison International
|
447,650 | $33,327,542 | |
| 5 | SO |
Southern Co
This page
|
343,619 | $32,887,774 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
185,700 | $15,071,412 | |
| 7 | FE |
Firstenergy Corp
|
279,950 | $13,308,823 | |
| 8 | PCG |
PG&E Corp
|
762,200 | $12,820,204 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,887,774 | 343,619 | Shares | Sole | 2026-08-25 | |
| 2026-03-31 | $25,334,280 | 262,477 | Shares | Sole | 2026-08-25 | |
| 2025-03-31 | $1,452,810 | 15,800 | Shares | Sole | 2025-07-16 | |
| 2021-03-31 | $10,567,200 | 170,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,449,243 | 170,100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $9,222,822 | 170,100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,819,685 | 170,100 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,209,214 | 170,100 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||