Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$77,634,400
+$982,656 QoQ
Shares Held
811,142
+2.1% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#91
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. SO ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
This page
|
811,142 | $77,634,400 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,634,400 | 811,142 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $76,651,744 | 794,154 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $68,901,254 | 790,152 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $76,699,161 | 809,319 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $75,521,267 | 822,403 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $71,709,230 | 779,872 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $65,165,664 | 791,614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $76,221,037 | 845,210 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $312,313,729 | 4,026,218 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $310,282,887 | 4,325,103 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $320,974,369 | 4,577,501 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $326,535,244 | 5,045,353 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $369,737,762 | 5,263,171 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $387,157,103 | 5,564,201 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $57,894,656 | 810,736 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $48,239,676 | 709,407 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $59,234,791 | 830,666 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $56,477,385 | 778,891 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $55,019,196 | 802,263 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $51,310,849 | 827,995 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $50,772,972 | 839,084 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $58,708,813 | 944,479 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $71,056,141 | 1,156,701 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $61,410,980 | 1,132,626 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $62,929,514 | 1,213,684 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $72,172,299 | 1,333,068 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||