Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$76,651,744
+$7,750,490 QoQ
Shares Held
794,154
+0.5% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.20%
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,087,464,685 across 25 Utilities - Regulated Electric names. SO ranks #9 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,663,985 | $348,822,195 | |
| 2 | NEE |
Nextera Energy Inc
|
3,108,876 | $288,752,401 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,101,358 | $275,446,006 | |
| 4 | XEL |
Xcel Energy Inc
|
2,642,020 | $209,882,068 | |
| 5 | D |
Dominion Energy, Inc
|
2,841,417 | $175,656,398 | |
| 6 | PCG |
PG&E Corp
|
9,387,973 | $164,946,684 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,887,583 | $152,799,843 | |
| 8 | EVRG |
Evergy, Inc.
|
1,829,131 | $149,842,410 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||