Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$16,696,609
-$53,278 QoQ
Shares Held
174,450
+0.5% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#245
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, 2026Sumitomo Mitsui DS Asset Management Company, Ltd holds $184,878,389 across 23 Utilities - Regulated Electric names. SO ranks #2 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
544,574 | $47,797,259 | |
| 2 | SO |
Southern Co
This page
|
174,450 | $16,696,609 | |
| 3 | DUK |
Duke Energy CORP
|
122,435 | $15,497,822 | |
| 4 | AEP |
American Electric Power Co Inc
|
85,612 | $11,712,577 | |
| 5 | D |
Dominion Energy, Inc
|
130,574 | $8,916,898 | |
| 6 | XEL |
Xcel Energy Inc
|
96,823 | $7,774,886 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
61,247 | $7,151,812 | |
| 8 | ETR |
Entergy Corp /De/
|
61,619 | $7,077,558 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,696,609 | 174,450 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $16,749,887 | 173,538 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $14,478,513 | 166,038 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $15,473,097 | 163,270 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $14,588,021 | 158,859 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $14,236,434 | 154,828 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,245,264 | 148,752 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $12,888,164 | 142,916 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,720,561 | 138,205 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,889,861 | 137,857 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,338,371 | 133,177 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,392,695 | 129,677 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $8,774,295 | 124,901 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,098,346 | 116,389 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,866,499 | 96,156 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $5,917,972 | 87,029 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,882,005 | 82,485 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,732,771 | 92,853 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,252,575 | 91,172 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,496,677 | 88,699 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,337,284 | 88,205 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $5,560,709 | 89,458 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,205,823 | 84,744 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $4,538,918 | 83,713 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,755,858 | 72,437 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,834,844 | 70,832 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||