Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$15,030,298
+$258,106 QoQ
Shares Held
157,040
+2.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#260
of 2,360 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $175,404,995 across 24 Utilities - Regulated Electric names. SO ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
310,549 | $27,256,885 | |
| 2 | D |
Dominion Energy, Inc
|
251,557 | $17,178,827 | |
| 3 | SO |
Southern Co
This page
|
157,040 | $15,030,298 | |
| 4 | DUK |
Duke Energy CORP
|
108,609 | $13,747,727 | |
| 5 | AEP |
American Electric Power Co Inc
|
75,783 | $10,367,872 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
128,309 | $9,189,490 | |
| 7 | ETR |
Entergy Corp /De/
|
63,871 | $7,336,223 | |
| 8 | EXC |
Exelon Corp
|
152,644 | $7,116,263 |
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,030,298 | 157,040 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,772,192 | 153,048 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,173,216 | 151,069 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,167,167 | 149,490 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,739,604 | 149,620 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $13,460,284 | 146,387 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,084,411 | 146,798 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,109,196 | 145,367 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,650,082 | 150,188 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,690,910 | 149,023 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $10,846,581 | 154,686 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,086,028 | 155,841 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,873,716 | 154,786 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $10,703,073 | 153,824 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $10,957,793 | 153,449 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,182,864 | 149,748 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $10,648,080 | 149,321 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||