Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$17,661,462
-$149,470 QoQ
Shares Held
184,531
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#239
of 2,367 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, 2026DekaBank Deutsche Girozentrale holds $498,416,954 across 28 Utilities - Regulated Electric names. SO ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,158,008 | $189,408,361 | |
| 2 | CMS |
Cms Energy Corp
|
1,333,955 | $102,047,557 | |
| 3 | DUK |
Duke Energy CORP
|
208,291 | $26,365,474 | |
| 4 | ED |
Consolidated Edison Inc
|
199,260 | $22,044,133 | |
| 5 | FTS |
Fortis Inc.
|
377,359 | $21,596,255 | |
| 6 | AEP |
American Electric Power Co Inc
|
131,773 | $18,027,864 | |
| 7 | SO |
Southern Co
This page
|
184,531 | $17,661,462 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
122,847 | $14,344,843 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,661,462 | 184,531 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $17,810,932 | 184,531 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $16,091,103 | 184,531 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $17,488,002 | 184,531 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $16,945,481 | 184,531 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $16,501,714 | 179,464 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $15,190,591 | 184,531 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $16,641,005 | 184,531 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $17,309,357 | 223,145 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $12,874,747 | 179,464 | Shares | Defined | 2024-06-04 | |
| 2023-12-31 | $11,059,396 | 157,721 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $9,099,696 | 140,601 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,646,238 | 137,313 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $10,471,580 | 150,497 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $12,738,829 | 178,390 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $12,788,352 | 188,064 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $11,185,971 | 156,864 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $11,977,926 | 165,190 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $16,042,095 | 233,918 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $12,790,359 | 206,396 | Shares | Defined | 2021-10-22 | |
| 2021-06-30 | $10,365,483 | 171,302 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $11,670,415 | 187,748 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $12,850,848 | 209,195 | Shares | Defined | 2021-03-12 | |
| 2020-09-30 | $10,286,347 | 189,715 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $5,489,929 | 105,881 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $5,114,876 | 94,475 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||