Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$14,902,429
-$2,027,468 QoQ
Shares Held
155,704
-11.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#261
of 2,359 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, 2026USS Investment Management Ltd holds $142,944,389 across 21 Utilities - Regulated Electric names. SO ranks #3 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
345,226 | $30,300,486 | |
| 2 | DUK |
Duke Energy CORP
|
118,178 | $14,958,971 | |
| 3 | SO |
Southern Co
This page
|
155,704 | $14,902,429 | |
| 4 | AEP |
American Electric Power Co Inc
|
81,975 | $11,214,999 | |
| 5 | D |
Dominion Energy, Inc
|
138,840 | $9,481,383 | |
| 6 | EIX |
Edison International
|
94,939 | $7,068,208 | |
| 7 | PCG |
PG&E Corp
|
381,865 | $6,422,969 | |
| 8 | ED |
Consolidated Edison Inc
|
49,407 | $5,465,896 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,902,429 | 155,704 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,929,897 | 175,403 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,295,141 | 175,403 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,622,942 | 175,403 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $16,107,257 | 175,403 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,128,305 | 175,403 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,439,174 | 175,403 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,989,641 | 188,397 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,914,584 | 179,381 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,689,729 | 176,885 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $13,008,662 | 185,520 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,366,351 | 221,977 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,276,626 | 203,226 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,140,465 | 203,226 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,390,543 | 201,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,804,160 | 247,120 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $23,213,116 | 325,524 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,681,403 | 257,639 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $16,003,280 | 233,352 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,460,823 | 233,352 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $21,143,827 | 349,427 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $21,720,382 | 349,427 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $21,465,300 | 349,427 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $18,945,931 | 349,427 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $18,117,789 | 349,427 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $21,163,109 | 390,896 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||