Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,037,269
+$558,558 QoQ
Shares Held
73,527
+9.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORDEA INVESTMENT MANAGEMENT AB holds $1,961,647,627 across 23 Utilities - Regulated Electric names. SO ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
13,226,544 | $616,621,479 | |
| 2 | NEE |
Nextera Energy Inc
|
6,140,594 | $538,959,934 | |
| 3 | XEL |
Xcel Energy Inc
|
2,077,391 | $166,814,495 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
1,791,540 | $145,401,386 | |
| 5 | EIX |
Edison International
|
1,893,104 | $140,941,592 | |
| 6 | ETR |
Entergy Corp /De/
|
922,640 | $105,974,429 | |
| 7 | DUK |
Duke Energy CORP
|
531,966 | $67,336,256 | |
| 8 | DTE |
Dte Energy Co
|
342,781 | $52,229,540 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,037,269 | 73,527 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $6,478,711 | 67,123 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,475,384 | 74,259 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $6,990,614 | 73,764 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $6,000,998 | 65,349 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,911,097 | 64,286 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,847,083 | 58,881 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $5,146,121 | 57,065 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,267,823 | 55,019 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,791,674 | 52,853 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,750,508 | 53,487 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,355,408 | 51,845 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,701,121 | 52,685 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $3,569,871 | 51,306 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,417,468 | 47,857 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,160,844 | 46,483 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $3,374,603 | 47,323 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,466,108 | 61,593 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,159,719 | 60,655 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $3,758,790 | 60,655 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $59,755,803 | 987,536 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $65,952,132 | 1,061,006 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,407,952 | 55,477 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $79,099,768 | 1,458,867 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $153,688,480 | 2,964,098 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,124,863 | 168,542 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||