Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,935,712
+$20,905 QoQ
Shares Held
30,673
+1.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#625
of 2,360 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, 2026CIBC WORLD MARKET INC. holds $1,249,418,871 across 18 Utilities - Regulated Electric names. SO ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
12,825,938 | $680,031,232 | |
| 2 | FTS |
Fortis Inc.
|
7,733,140 | $442,567,602 | |
| 3 | NEE |
Nextera Energy Inc
|
807,188 | $70,846,890 | |
| 4 | D |
Dominion Energy, Inc
|
150,376 | $10,269,177 | |
| 5 | AEP |
American Electric Power Co Inc
|
74,727 | $10,223,400 | |
| 6 | EXC |
Exelon Corp
|
147,868 | $6,893,606 | |
| 7 | DUK |
Duke Energy CORP
|
42,410 | $5,368,257 | |
| 8 | NGG |
National Grid PLC
|
53,518 | $4,435,036 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935,712 | 30,673 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,914,807 | 30,199 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,898,876 | 136,455 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,550,924 | 26,917 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $11,523,379 | 125,486 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,398,345 | 91,336 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,573,474 | 152,739 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,191,121 | 57,564 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,671,510 | 34,440 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,324,017 | 32,395 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,207,517 | 31,482 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,226,044 | 34,395 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,456,510 | 49,203 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,221,209 | 60,667 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,840,812 | 67,789 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,592,516 | 67,537 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,990,487 | 69,983 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,816,244 | 80,213 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $5,008,877 | 73,037 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,228,089 | 68,228 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,799,955 | 79,325 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,217,772 | 83,941 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,824,405 | 78,535 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,280,255 | 60,499 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,375,746 | 65,106 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,799,545 | 70,180 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||