Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,461,308
+$697,274 QoQ
Shares Held
57,061
+15.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#453
of 2,359 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, 2026Norinchukin Bank, The holds $72,195,546 across 23 Utilities - Regulated Electric names. SO ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
137,996 | $12,111,908 | |
| 2 | AEP |
American Electric Power Co Inc
|
47,318 | $6,473,575 | |
| 3 | SO |
Southern Co
This page
|
57,061 | $5,461,308 | |
| 4 | EXC |
Exelon Corp
|
112,823 | $5,259,808 | |
| 5 | DUK |
Duke Energy CORP
|
39,455 | $4,994,213 | |
| 6 | XEL |
Xcel Energy Inc
|
55,348 | $4,444,444 | |
| 7 | D |
Dominion Energy, Inc
|
58,207 | $3,974,956 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
36,047 | $2,925,574 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,461,308 | 57,061 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,764,034 | 49,358 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,309,860 | 49,425 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,684,954 | 49,435 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,451,091 | 48,471 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,428,312 | 48,160 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,527,988 | 42,857 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,761,497 | 41,711 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,898,713 | 37,369 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,603,659 | 36,293 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,577,891 | 36,764 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,458,518 | 37,987 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,895,011 | 55,445 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,042,458 | 58,098 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,996,674 | 55,968 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,118,760 | 60,570 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,101,180 | 57,512 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,925,575 | 95,512 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $6,106,157 | 89,037 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,546,624 | 89,505 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $5,300,373 | 87,595 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,464,174 | 87,905 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,310,439 | 86,447 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,885,872 | 90,112 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,638,656 | 89,463 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,860,256 | 89,772 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||