Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,077,652
+$1,300,537 QoQ
Shares Held
167,983
+9.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#253
of 2,356 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, 2026Dai-ichi Life Insurance Company, Ltd holds $110,851,203 across 21 Utilities - Regulated Electric names. SO ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
137,279 | $17,376,775 | |
| 2 | SO |
Southern Co
This page
|
167,983 | $16,077,652 | |
| 3 | NEE |
Nextera Energy Inc
|
166,685 | $14,629,942 | |
| 4 | ETR |
Entergy Corp /De/
|
82,451 | $9,470,321 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
102,030 | $8,280,754 | |
| 6 | ED |
Consolidated Edison Inc
|
70,775 | $7,829,838 | |
| 7 | D |
Dominion Energy, Inc
|
105,641 | $7,214,223 | |
| 8 | CMS |
Cms Energy Corp
|
67,618 | $5,172,777 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,077,652 | 167,983 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $14,777,115 | 153,099 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,443,110 | 165,632 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $18,622,589 | 196,503 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,103,096 | 164,468 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $15,869,190 | 172,585 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $14,435,305 | 175,356 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,079,881 | 133,953 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,412,718 | 147,128 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $9,261,060 | 129,092 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $7,450,179 | 106,249 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,585,130 | 101,748 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $7,147,797 | 101,748 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,079,625 | 101,748 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $6,679,262 | 93,534 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,544,312 | 81,534 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,814,189 | 81,534 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,800,408 | 107,577 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,256,722 | 134,977 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,435,356 | 136,120 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $8,236,621 | 136,120 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,346,193 | 118,182 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $11,764,336 | 191,508 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,007,901 | 110,806 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,219,324 | 100,662 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,458,557 | 100,823 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||