Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$35,326,705
+$20,535,667 QoQ
Shares Held
366,004
+134.5% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 99.29317519255306.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7068248074469335.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CIBC Bancorp USA Inc. holds $1,030,507,785 across 32 Utilities - Regulated Electric names. SO ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,205,330 | $576,351,050 | |
| 2 | AEP |
American Electric Power Co Inc
|
412,443 | $54,063,027 | |
| 3 | AEE |
Ameren Corp
|
436,977 | $48,032,511 | |
| 4 | DUK |
Duke Energy CORP
|
341,523 | $44,719,020 | |
| 5 | EVRG |
Evergy, Inc.
|
480,707 | $39,379,515 | |
| 6 | PPL |
PPL Corp
|
947,381 | $36,189,953 | |
| 7 | SO |
Southern Co
This page
|
366,004 | $35,326,705 | |
| 8 | D |
Dominion Energy, Inc
|
569,717 | $35,219,904 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,326,705 | 366,004 | Shares | Defined | 2026-05-12 | |
| 2025-09-30 | $14,791,038 | 156,073 | Shares | Defined | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||