Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,399,525
-$892,129 QoQ
Shares Held
171,346
-4.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#248
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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. SO ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
This page
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
|
155,635 | $7,255,703 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,399,525 | 171,346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,291,654 | 179,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,869,789 | 181,993 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,247,476 | 181,993 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,613,883 | 180,920 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,704,740 | 181,672 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,955,239 | 181,672 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,329,072 | 181,072 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,991,456 | 180,372 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,549,677 | 188,872 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,257,728 | 189,072 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,133,187 | 187,472 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,141,808 | 187,072 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,468,739 | 193,572 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $13,787,271 | 193,072 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,938,496 | 190,272 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,496,986 | 189,272 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $13,680,606 | 188,672 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,158,581 | 191,872 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,865,519 | 191,472 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $12,203,172 | 201,672 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,610,523 | 202,872 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,009,153 | 211,772 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,988,875 | 202,672 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,441,138 | 201,372 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,750,688 | 198,572 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||