Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,367,670
-$8,711,253 QoQ
Shares Held
756,114
-10.0% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#94
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, 2026Korea Investment CORP holds $749,069,595 across 22 Utilities - Regulated Electric names. SO ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,498,555 | $131,528,172 | |
| 2 | SO |
Southern Co
This page
|
756,114 | $72,367,670 | |
| 3 | DUK |
Duke Energy CORP
|
569,470 | $72,083,512 | |
| 4 | ETR |
Entergy Corp /De/
|
490,374 | $56,324,357 | |
| 5 | AEP |
American Electric Power Co Inc
|
369,078 | $50,493,561 | |
| 6 | D |
Dominion Energy, Inc
|
597,296 | $40,789,343 | |
| 7 | PCG |
PG&E Corp
|
2,308,186 | $38,823,688 | |
| 8 | FTS |
Fortis Inc.
|
560,211 | $32,060,875 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,367,670 | 756,114 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $81,078,923 | 840,022 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $80,447,319 | 922,561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $81,515,657 | 860,142 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $78,684,168 | 856,846 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $80,648,793 | 877,094 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $69,524,014 | 844,558 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $73,109,917 | 810,711 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,442,854 | 779,204 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $60,246,821 | 839,794 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $29,693,365 | 423,465 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $42,991,360 | 664,267 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $48,370,988 | 688,555 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $66,912,163 | 961,658 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $74,340,452 | 1,041,037 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $69,976,488 | 1,029,066 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $64,293,238 | 901,602 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $53,505,129 | 737,900 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $44,186,094 | 644,300 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $16,645,142 | 268,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $41,683,644 | 688,872 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $38,308,835 | 616,294 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $37,706,471 | 613,812 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $44,986,550 | 829,704 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $45,783,757 | 883,004 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $50,843,090 | 939,104 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||