Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$396,622
-$200,643 QoQ
Shares Held
4,144
-33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,554
of 2,360 holders
Holding Since
Dec 2020
19 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Summit Global Investments holds $33,232,487 across 14 Utilities - Regulated Electric names. SO ranks #14 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
62,992 | $5,444,398 | |
| 2 | ED |
Consolidated Edison Inc
|
41,488 | $4,589,817 | |
| 3 | DTE |
Dte Energy Co
|
29,060 | $4,427,872 | |
| 4 | DUK |
Duke Energy CORP
|
23,397 | $2,961,592 | |
| 5 | CMS |
Cms Energy Corp
|
34,813 | $2,663,194 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
31,733 | $2,575,450 | |
| 7 | PPL |
PPL Corp
|
57,691 | $2,097,067 | |
| 8 | AEE |
Ameren Corp
|
18,370 | $2,076,544 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,622 | 4,144 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $597,265 | 6,188 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $539,157 | 6,183 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $862,742 | 9,395 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $839,595 | 9,131 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $1,095,828 | 15,275 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $692,715 | 9,879 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $811,006 | 12,531 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $821,784 | 11,698 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $788,967 | 11,339 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,888,651 | 26,448 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,109,836 | 31,027 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,119,689 | 29,725 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $13,415,147 | 185,011 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $5,198,432 | 75,801 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,822,351 | 29,407 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $509,131 | 8,414 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $1,082,329 | 17,412 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $3,623,755 | 58,990 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||