Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,886,614
+$1,470,118 QoQ
Shares Held
50,628
+29.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026OMERS ADMINISTRATION Corp holds $404,242,427 across 22 Utilities - Regulated Electric names. SO ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
1,215,832 | $159,201,042 | |
| 2 | XEL |
Xcel Energy Inc
|
1,791,423 | $142,310,643 | |
| 3 | FTS |
Fortis Inc.
|
300,000 | $16,737,000 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
129,835 | $15,030,997 | |
| 5 | DTE |
Dte Energy Co
|
102,737 | $15,022,204 | |
| 6 | CMS |
Cms Energy Corp
|
165,939 | $12,873,547 | |
| 7 | NEE |
Nextera Energy Inc
|
105,636 | $9,811,471 | |
| 8 | SO |
Southern Co
This page
|
50,628 | $4,886,614 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,886,614 | 50,628 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,416,496 | 39,180 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,713,088 | 39,180 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,597,899 | 39,180 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,602,601 | 39,180 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,758,813 | 45,661 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,417,190 | 37,893 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,939,360 | 37,893 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||