Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$765,680
-$61,110 QoQ
Shares Held
8,000
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,171
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026SBI Okasan Asset Management Co.Ltd. holds $10,860,753 across 16 Utilities - Regulated Electric names. SO ranks #9 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,715 | $1,554,845 | |
| 2 | DUK |
Duke Energy CORP
|
11,200 | $1,417,696 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,300 | $861,903 | |
| 4 | LNT |
Alliant Energy Corp
|
11,000 | $839,190 | |
| 5 | XEL |
Xcel Energy Inc
|
10,400 | $835,120 | |
| 6 | AEE |
Ameren Corp
|
7,100 | $802,584 | |
| 7 | CMS |
Cms Energy Corp
|
10,300 | $787,950 | |
| 8 | EVRG |
Evergy, Inc.
|
9,000 | $777,870 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,680 | 8,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $826,790 | 8,566 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $697,600 | 8,000 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||