Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,748,442
+$2,900,931 QoQ
Shares Held
331,715
+11.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#165
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, 2026IFM Investors Pty Ltd holds $316,305,773 across 30 Utilities - Regulated Electric names. SO ranks #2 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
590,943 | $51,867,067 | |
| 2 | SO |
Southern Co
This page
|
331,715 | $31,748,442 | |
| 3 | DUK |
Duke Energy CORP
|
236,761 | $29,969,207 | |
| 4 | AEP |
American Electric Power Co Inc
|
161,026 | $22,029,967 | |
| 5 | D |
Dominion Energy, Inc
|
224,612 | $15,338,753 | |
| 6 | EXC |
Exelon Corp
|
324,726 | $15,138,726 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
119,219 | $13,921,202 | |
| 8 | ETR |
Entergy Corp /De/
|
120,836 | $13,879,222 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,748,442 | 331,715 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $28,847,511 | 298,876 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,857,038 | 262,122 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,976,336 | 252,995 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $23,707,659 | 258,169 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $22,195,166 | 241,383 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $25,549,082 | 310,363 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $29,728,287 | 329,655 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $28,261,543 | 364,336 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $26,128,999 | 364,218 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $25,184,439 | 359,162 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $23,330,265 | 360,480 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $23,954,407 | 340,988 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $16,726,057 | 240,386 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,686,731 | 233,675 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $20,945,768 | 308,026 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $21,739,637 | 304,861 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $22,716,512 | 313,288 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,684,971 | 126,640 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $8,233,458 | 132,862 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $8,083,470 | 133,589 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,866,317 | 110,462 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $6,110,073 | 99,464 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,584,355 | 84,551 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,890,461 | 75,033 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $5,588,818 | 103,229 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||