Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,666,042
+$96,964 QoQ
Shares Held
236,820
+1.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#202
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, 2026Retirement Systems of Alabama holds $499,085,135 across 28 Utilities - Regulated Electric names. SO ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
471,563 | $54,163,726 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
420,190 | $49,065,586 | |
| 3 | EXC |
Exelon Corp
|
921,432 | $42,957,159 | |
| 4 | NEE |
Nextera Energy Inc
|
438,081 | $38,450,369 | |
| 5 | CMS |
Cms Energy Corp
|
485,395 | $37,132,717 | |
| 6 | ES |
Eversource Energy
|
470,390 | $33,995,085 | |
| 7 | LNT |
Alliant Energy Corp
|
438,393 | $33,445,001 | |
| 8 | SO |
Southern Co
This page
|
236,820 | $22,666,042 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,666,042 | 236,820 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $22,569,078 | 233,828 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $20,425,989 | 234,243 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $22,238,633 | 234,659 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $21,656,911 | 235,837 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,649,627 | 235,450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $19,528,444 | 237,226 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $21,534,623 | 238,796 | Shares | Sole | 2024-12-06 | |
| 2024-06-30 | $18,709,728 | 241,198 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $17,268,965 | 240,716 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $16,854,183 | 240,362 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $15,958,916 | 246,584 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $17,409,495 | 247,822 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $22,389,591 | 321,782 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $24,905,594 | 348,769 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $24,009,032 | 353,074 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $25,118,020 | 352,237 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $25,461,451 | 351,144 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $24,082,758 | 351,163 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $22,532,973 | 363,611 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $23,432,436 | 387,249 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $24,497,442 | 394,103 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $26,064,380 | 424,294 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $23,079,827 | 425,670 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $23,410,067 | 451,496 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $24,959,568 | 461,019 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||