Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,986,806
+$2,658,048 QoQ
Shares Held
449,136
+7.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#140
of 2,367 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, 2026NOMURA ASSET MANAGEMENT CO LTD holds $671,120,546 across 31 Utilities - Regulated Electric names. SO ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,977,377 | $173,554,377 | |
| 2 | AEP |
American Electric Power Co Inc
|
479,563 | $65,609,012 | |
| 3 | ED |
Consolidated Edison Inc
|
497,923 | $55,085,221 | |
| 4 | ES |
Eversource Energy
|
751,287 | $54,295,511 | |
| 5 | SO |
Southern Co
This page
|
449,136 | $42,986,806 | |
| 6 | EXC |
Exelon Corp
|
908,780 | $42,367,322 | |
| 7 | DUK |
Duke Energy CORP
|
310,835 | $39,345,494 | |
| 8 | D |
Dominion Energy, Inc
|
355,065 | $24,247,388 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,986,806 | 449,136 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $40,328,758 | 417,828 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $35,034,431 | 401,771 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $37,256,645 | 393,127 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,722,788 | 389,010 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $34,057,452 | 370,391 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $29,088,430 | 353,358 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $49,451,464 | 548,364 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $25,856,795 | 333,335 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,765,795 | 345,216 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $24,175,482 | 344,773 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $21,616,868 | 334,006 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,710,147 | 337,511 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,568,543 | 295,610 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $19,742,865 | 276,472 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $17,273,972 | 254,029 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $18,139,909 | 254,381 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $17,498,258 | 241,322 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $15,418,429 | 224,824 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $13,434,166 | 216,785 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $12,845,607 | 212,289 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $13,128,502 | 211,205 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $12,567,717 | 204,586 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $10,665,236 | 196,703 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $13,583,091 | 261,969 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $20,458,909 | 377,889 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||