Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$264,828,995
+$23,460,563 QoQ
Shares Held
2,766,994
+10.6% QoQ
Ownership
0.245%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#41
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 Asset Management Co., Ltd. holds $2,751,979,724 across 29 Utilities - Regulated Electric names. SO ranks #2 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,448,444 | $478,209,929 | |
| 2 | SO |
Southern Co
This page
|
2,766,994 | $264,828,995 | |
| 3 | DUK |
Duke Energy CORP
|
1,931,704 | $244,515,092 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,372,661 | $187,793,751 | |
| 5 | D |
Dominion Energy, Inc
|
2,132,121 | $145,602,543 | |
| 6 | ETR |
Entergy Corp /De/
|
1,114,281 | $127,986,315 | |
| 7 | XEL |
Xcel Energy Inc
|
1,582,019 | $127,036,125 | |
| 8 | EXC |
Exelon Corp
|
2,639,618 | $123,058,991 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,828,995 | 2,766,994 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $241,368,432 | 2,500,709 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $203,526,282 | 2,334,017 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $207,666,942 | 2,191,273 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $193,853,221 | 2,111,001 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $179,017,822 | 1,946,904 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $141,258,485 | 1,715,968 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $145,295,310 | 1,611,170 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $114,239,976 | 1,472,734 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $92,605,507 | 1,290,849 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $76,619,072 | 1,092,685 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $66,975,750 | 1,034,854 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $65,879,958 | 937,793 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $61,431,068 | 882,884 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $56,594,495 | 792,529 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $46,575,104 | 684,928 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $44,148,163 | 619,102 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $41,551,710 | 573,048 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $36,172,726 | 527,453 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $28,130,971 | 453,945 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $24,820,778 | 410,193 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $22,102,914 | 355,581 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $19,509,062 | 317,582 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $16,417,978 | 302,803 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $13,402,188 | 258,480 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $11,926,067 | 220,282 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||