Position in SO
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$782,005
+$203,172 QoQ
Shares Held
8,102
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CIDEL ASSET MANAGEMENT INC holds $128,562,532 across 24 Utilities - Regulated Electric names. SO ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
981,216 | $54,742,040 | |
| 2 | CMS |
Cms Energy Corp
|
398,132 | $30,887,080 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
217,803 | $25,215,053 | |
| 4 | NGG |
National Grid PLC
|
74,718 | $6,321,142 | |
| 5 | NEE |
Nextera Energy Inc
|
34,499 | $3,204,267 | |
| 6 | DUK |
Duke Energy CORP
|
7,246 | $948,791 | |
| 7 | EMA |
Emera Inc
|
17,895 | $928,213 | |
| 8 | SO |
Southern Co
This page
|
8,102 | $782,005 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,005 | 8,102 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $578,833 | 6,638 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $629,083 | 6,638 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $609,567 | 6,638 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $631,328 | 6,866 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $604,722 | 7,346 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $662,462 | 7,346 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $569,829 | 7,346 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $513,156 | 7,153 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $491,260 | 7,006 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||