Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$45,755,792
-$3,231,100 QoQ
Shares Held
478,067
-5.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#133
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026CIBC Asset Management Inc holds $695,592,038 across 29 Utilities - Regulated Electric names. SO ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,366,527 | $135,436,340 | |
| 2 | DUK |
Duke Energy CORP
|
456,324 | $57,761,491 | |
| 3 | NEE |
Nextera Energy Inc
|
631,439 | $55,421,401 | |
| 4 | AEP |
American Electric Power Co Inc
|
397,756 | $54,416,998 | |
| 5 | SO |
Southern Co
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|
478,067 | $45,755,792 | |
| 6 | ED |
Consolidated Edison Inc
|
325,548 | $36,015,375 | |
| 7 | EMA |
Emera Inc
|
656,214 | $34,792,466 | |
| 8 | AEE |
Ameren Corp
|
245,039 | $27,699,208 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,755,792 | 478,067 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $48,986,892 | 507,531 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $43,281,981 | 496,353 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,032,704 | 390,764 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $35,780,090 | 389,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,019,888 | 359,107 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $22,045,213 | 267,799 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $23,507,851 | 260,677 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $20,485,228 | 264,087 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $19,884,821 | 277,179 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,240,787 | 274,398 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,533,672 | 286,367 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $14,492,715 | 206,302 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,953,716 | 214,914 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,001,098 | 210,070 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $13,363,632 | 196,524 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,183,507 | 184,876 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $12,662,203 | 174,627 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $11,895,612 | 173,456 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $10,510,112 | 169,600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $10,261,043 | 169,576 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,535,436 | 169,489 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,998,734 | 179,045 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $9,492,078 | 175,066 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $10,372,281 | 200,044 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $9,474,066 | 174,992 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||