Sompo Asset Management Co., Ltd.

Position in SO — Southern Co

CIK 1533504 Tokyo, M0

Position in SO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$261,288

-$13,794 QoQ

Shares Held

2,730

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,837

of 2,360 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Sompo Asset Management Co., Ltd. holds $6,544,625 across 5 Utilities - Regulated Electric names. SO ranks #5 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	43,950	$2,048,949
2	NEE	Nextera Energy Inc	22,922	$2,011,863
3	D	Dominion Energy, Inc	28,220	$1,927,143
4	ED	Consolidated Edison Inc	2,670	$295,382
5	SO	Southern Co This page	2,730	$261,288

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,288	2,730	-4.2%	Shares	Sole	2026-07-14
2026-03-31	$275,082	2,850	-1.7%	Shares	Sole	2026-04-30
2025-12-31	$252,880	2,900	+18.9%	Shares	Sole	2026-02-13
2025-09-30	$231,238	2,440	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$228,656	2,490	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$242,748	2,640	0.0%	Shares	Sole	2025-05-14
2024-12-31	$217,324	2,640	-21.2%	Shares	Sole	2025-02-14
2024-09-30	$302,103	3,350	+4.7%	Shares	Sole	2024-11-12
2024-06-30	$248,224	3,200	+10.3%	Shares	Sole	2024-08-13
2024-03-31	$208,046	2,900	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.