Position in SO
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,098,292
+$299,172 QoQ
Shares Held
32,100
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026INTACT INVESTMENT MANAGEMENT INC. holds $144,741,944 across 9 Utilities - Regulated Electric names. SO ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMA |
Emera Inc
|
1,794,525 | $93,082,011 | |
| 2 | NEE |
Nextera Energy Inc
|
135,200 | $12,557,376 | |
| 3 | DUK |
Duke Energy CORP
|
82,800 | $10,841,832 | |
| 4 | CMS |
Cms Energy Corp
|
80,700 | $6,260,706 | |
| 5 | XEL |
Xcel Energy Inc
|
74,400 | $5,910,336 | |
| 6 | EXC |
Exelon Corp
|
110,600 | $5,421,612 | |
| 7 | PCG |
PG&E Corp
|
268,800 | $4,722,816 | |
| 8 | SO |
Southern Co
This page
|
32,100 | $3,098,292 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,098,292 | 32,100 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,799,120 | 32,100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,956,824 | 31,200 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,618,102 | 39,400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,165,335 | 45,300 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,729,096 | 45,300 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,905,659 | 143,110 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,084,100 | 130,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,820,928 | 67,200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,712,064 | 67,200 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,349,184 | 67,200 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,696,950 | 123,800 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $8,669,668 | 124,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,661,773 | 135,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,792,000 | 144,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,268,640 | 144,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $10,912,755 | 150,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,321,290 | 150,500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $9,450,425 | 152,500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,227,775 | 152,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $9,479,400 | 152,500 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,643,201 | 140,700 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $7,769,726 | 143,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,098,265 | 136,900 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $6,897,436 | 127,400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||