HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
PensionPosition in SO — Southern Co
CIK 1535845
TORONTO, A6
Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,393,509
+$266,718,283 QoQ
Shares Held
2,856,478
+4030.3% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#39
of 2,356 holders
Holding Since
Jun 2020
20 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, 2026HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND holds $1,077,956,757 across 22 Utilities - Regulated Electric names. SO ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,036,375 | $354,272,633 | |
| 2 | SO |
Southern Co
This page
|
2,856,478 | $273,393,509 | |
| 3 | DUK |
Duke Energy CORP
|
561,740 | $71,105,049 | |
| 4 | EIX |
Edison International
|
705,477 | $52,522,762 | |
| 5 | POR |
Portland General Electric Co /Or/
|
823,934 | $42,704,499 | |
| 6 | CMS |
Cms Energy Corp
|
552,414 | $42,259,671 | |
| 7 | PCG |
PG&E Corp
|
2,439,582 | $41,033,769 | |
| 8 | ED |
Consolidated Edison Inc
|
326,040 | $36,069,805 |
All Filings in SO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,393,509 | 2,856,478 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $6,675,226 | 69,159 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,795,641 | 43,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,126,949 | 43,547 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,026,102 | 43,843 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,201,142 | 13,063 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $18,036,000 | 200,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,046,700 | 310,000 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $35,439,560 | 494,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $34,639,280 | 494,000 | Shares | Sole | 2024-03-21 | |
| 2023-03-31 | $160,868 | 2,312 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $7,461,708 | 109,731 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,736,065 | 108,485 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,828,528 | 52,800 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $7,447,788 | 108,600 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,157,705 | 293,008 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $32,415,328 | 535,702 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $16,782,676 | 273,200 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $10,084 | 186 | Shares | Sole | 2021-03-01 | |
| 2020-06-30 | $9,644 | 186 | Shares | Sole | 2021-03-01 | |
| No filing history on record for this holder in this stock. | ||||||