Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$18,910,859
+$2,798,487 QoQ
Shares Held
197,585
+18.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#224
of 2,360 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. SO ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
This page
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in SO
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,910,859 | 197,585 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $16,112,372 | 166,933 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $8,751,478 | 100,361 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $10,678,777 | 112,681 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,797,829 | 117,585 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $10,671,624 | 116,059 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $7,033,502 | 85,441 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $4,075,413 | 45,192 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,097,059 | 39,926 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,998,014 | 41,790 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $607,940 | 8,670 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $561,122 | 8,670 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $2,360,470 | 33,601 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $3,879,293 | 55,753 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $4,124,640 | 57,760 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $4,337,584 | 63,788 | Shares | Defined | 2024-10-18 | |
| 2022-06-30 | $7,642,220 | 107,169 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||