Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,530,345
-$18,511,373 QoQ
Shares Held
89,127
-68.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#354
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Osmosis Investment Management UK Ltd holds $28,327,600 across 8 Utilities - Regulated Electric names. SO ranks #1 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
89,127 | $8,530,345 | |
| 2 | ES |
Eversource Energy
|
108,643 | $7,851,629 | |
| 3 | EIX |
Edison International
|
70,479 | $5,247,161 | |
| 4 | PCG |
PG&E Corp
|
201,419 | $3,387,867 | |
| 5 | NEE |
Nextera Energy Inc
|
10,695 | $938,700 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,979 | $891,055 | |
| 7 | ED |
Consolidated Edison Inc
|
7,177 | $793,991 | |
| 8 | EXC |
Exelon Corp
|
14,733 | $686,852 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,530,345 | 89,127 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $27,041,718 | 280,167 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,835,869 | 78,393 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||