Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$48,986,892
+$5,704,911 QoQ
Shares Held
507,531
+2.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CIBC Asset Management Inc holds $678,599,985 across 29 Utilities - Regulated Electric names. SO ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
2,638,464 | $147,199,906 | |
| 2 | NEE |
Nextera Energy Inc
|
611,152 | $56,763,797 | |
| 3 | DUK |
Duke Energy CORP
|
387,544 | $50,745,011 | |
| 4 | SO |
Southern Co
This page
|
507,531 | $48,986,892 | |
| 5 | AEP |
American Electric Power Co Inc
|
356,193 | $46,689,778 | |
| 6 | EMA |
Emera Inc
|
820,275 | $42,547,664 | |
| 7 | ED |
Consolidated Edison Inc
|
217,239 | $24,587,110 | |
| 8 | CMS |
Cms Energy Corp
|
316,693 | $24,569,042 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||