Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$28,478,223
-$3,682,144 QoQ
Shares Held
297,547
-10.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#179
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Zurcher Kantonalbank (Zurich Cantonalbank) holds $539,897,703 across 34 Utilities - Regulated Electric names. SO ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
996,928 | $87,500,370 | |
| 2 | ED |
Consolidated Edison Inc
|
414,144 | $45,816,750 | |
| 3 | DUK |
Duke Energy CORP
|
338,094 | $42,795,938 | |
| 4 | AEP |
American Electric Power Co Inc
|
276,591 | $37,840,414 | |
| 5 | EXC |
Exelon Corp
|
788,437 | $36,756,932 | |
| 6 | EIX |
Edison International
|
443,429 | $33,013,289 | |
| 7 | SO |
Southern Co
This page
|
297,547 | $28,478,223 | |
| 8 | ES |
Eversource Energy
|
310,980 | $22,474,524 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,478,223 | 297,547 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $32,160,367 | 333,199 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,690,379 | 340,486 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $26,742,388 | 282,182 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,848,251 | 259,700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $21,481,359 | 233,620 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $18,359,006 | 223,020 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,297,167 | 213,985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,847,240 | 204,296 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $13,597,958 | 189,545 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $13,109,845 | 186,963 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $11,988,215 | 185,232 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,521,008 | 178,235 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $12,179,144 | 175,038 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,719,095 | 164,110 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,456,028 | 168,471 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,840,260 | 152,016 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,405,837 | 143,509 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,093,055 | 147,172 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $10,463,138 | 168,842 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,524,020 | 173,922 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $10,996,228 | 176,902 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $11,870,303 | 193,233 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $10,290,088 | 189,784 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $7,805,965 | 150,549 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $12,979,577 | 239,741 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||