Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$50,446,922
+$423,695 QoQ
Shares Held
527,081
+1.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#125
of 2,356 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, 2026Asset Management One Co., Ltd. holds $572,460,221 across 25 Utilities - Regulated Electric names. SO ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,076,677 | $94,499,940 | |
| 2 | SO |
Southern Co
This page
|
527,081 | $50,446,922 | |
| 3 | DUK |
Duke Energy CORP
|
378,266 | $47,880,910 | |
| 4 | AEP |
American Electric Power Co Inc
|
264,249 | $36,151,905 | |
| 5 | D |
Dominion Energy, Inc
|
388,738 | $26,546,918 | |
| 6 | EXC |
Exelon Corp
|
568,643 | $26,510,136 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
307,416 | $24,949,882 | |
| 8 | XEL |
Xcel Energy Inc
|
307,771 | $24,714,011 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,446,922 | 527,081 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $50,023,227 | 518,268 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $45,161,752 | 517,910 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $49,424,639 | 521,522 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $47,297,959 | 515,060 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $47,276,736 | 514,157 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $39,967,512 | 485,514 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $43,956,707 | 487,433 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $37,231,505 | 479,973 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $35,814,688 | 499,229 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $36,257,579 | 517,079 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $34,543,393 | 533,736 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $37,224,702 | 529,889 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $37,900,295 | 544,701 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $38,152,577 | 534,275 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $37,370,896 | 549,572 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $38,670,985 | 542,294 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $38,370,116 | 529,170 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $37,716,599 | 549,965 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $34,780,414 | 561,246 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $34,397,151 | 568,454 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $36,433,094 | 586,118 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,328,534 | 591,381 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $35,796,965 | 660,217 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $34,196,526 | 659,528 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $38,141,305 | 704,494 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||