Daiwa Securities Group Inc.
Broker-DealerPosition in SO — Southern Co
CIK 1481045
CHIYODA-KU,TOKYO, M0
Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$19,993,148
+$1,348,381 QoQ
Shares Held
208,893
+8.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#214
of 2,354 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, 2026Daiwa Securities Group Inc. holds $263,615,876 across 26 Utilities - Regulated Electric names. SO ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
466,085 | $40,908,280 | |
| 2 | AEP |
American Electric Power Co Inc
|
212,161 | $29,025,745 | |
| 3 | DUK |
Duke Energy CORP
|
180,307 | $22,823,259 | |
| 4 | SO |
Southern Co
This page
|
208,893 | $19,993,148 | |
| 5 | XEL |
Xcel Energy Inc
|
229,787 | $18,451,896 | |
| 6 | EXC |
Exelon Corp
|
377,824 | $17,614,154 | |
| 7 | PCG |
PG&E Corp
|
762,519 | $12,825,569 | |
| 8 | D |
Dominion Energy, Inc
|
158,913 | $10,852,168 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,993,148 | 208,893 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $18,644,767 | 193,170 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $15,705,330 | 180,107 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $16,522,106 | 174,339 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $15,304,386 | 166,660 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,460,332 | 157,263 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $16,753,601 | 203,518 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $18,289,946 | 202,816 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $14,852,714 | 191,475 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $8,038,825 | 112,055 | Shares | Other | 2024-05-02 | |
| 2023-12-31 | $7,063,607 | 100,736 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $5,947,379 | 91,894 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $8,368,952 | 119,131 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $5,818,975 | 83,630 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,527,633 | 77,407 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,825,960 | 70,970 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $4,838,740 | 67,855 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,726,346 | 65,182 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,256,143 | 62,061 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,763,747 | 60,735 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $3,416,878 | 56,468 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,335,940 | 53,667 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $3,300,081 | 53,721 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,825,621 | 52,114 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,600,544 | 57,573 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $3,117,000 | 57,573 | Shares | Other | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||