Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,685,618
-$148,591 QoQ
Shares Held
257,921
+0.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#193
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, 2026MetLife Investment Management, LLC holds $320,802,801 across 31 Utilities - Regulated Electric names. SO ranks #2 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
477,118 | $41,876,646 | |
| 2 | SO |
Southern Co
This page
|
257,921 | $24,685,618 | |
| 3 | DUK |
Duke Energy CORP
|
178,343 | $22,574,656 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
309,145 | $22,140,964 | |
| 5 | POR |
Portland General Electric Co /Or/
|
426,393 | $22,099,949 | |
| 6 | AEP |
American Electric Power Co Inc
|
124,487 | $17,031,066 | |
| 7 | D |
Dominion Energy, Inc
|
201,205 | $13,740,289 | |
| 8 | ETR |
Entergy Corp /De/
|
104,746 | $12,031,125 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,685,618 | 257,921 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $24,834,209 | 257,296 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $23,018,445 | 263,973 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $25,869,461 | 272,971 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $25,720,664 | 280,090 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $26,166,763 | 284,576 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,872,717 | 289,999 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,642,773 | 284,351 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,625,772 | 291,682 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $18,318,809 | 255,350 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,563,709 | 264,742 | Shares | Defined | 2024-04-22 | |
| 2023-09-30 | $17,456,860 | 269,729 | Shares | Defined | 2024-05-09 | |
| 2023-06-30 | $19,441,898 | 276,753 | Shares | Defined | 2024-04-29 | |
| 2023-03-31 | $19,547,596 | 280,937 | Shares | Defined | 2024-05-09 | |
| 2022-12-31 | $20,302,148 | 284,304 | Shares | Defined | 2024-05-10 | |
| 2022-09-30 | $19,185,044 | 282,133 | Shares | Defined | 2024-05-10 | |
| 2022-06-30 | $20,410,419 | 286,221 | Shares | Defined | 2024-05-10 | |
| 2022-03-31 | $20,906,953 | 288,332 | Shares | Defined | 2024-05-10 | |
| 2021-12-31 | $16,058,281 | 234,154 | Shares | Defined | 2024-05-17 | |
| 2021-09-30 | $14,819,877 | 239,146 | Shares | Defined | 2024-05-17 | |
| 2021-06-30 | $14,851,453 | 245,438 | Shares | Defined | 2024-05-17 | |
| 2021-03-31 | $15,651,204 | 251,789 | Shares | Defined | 2024-05-17 | |
| 2020-12-31 | $15,757,593 | 256,513 | Shares | Defined | 2024-05-24 | |
| 2020-09-30 | $14,518,760 | 267,775 | Shares | Defined | 2024-05-24 | |
| 2020-06-30 | $14,319,466 | 276,171 | Shares | Defined | 2024-05-24 | |
| 2020-03-31 | $14,635,341 | 270,324 | Shares | Defined | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||