Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,650,676
+$48,362,752 QoQ
Shares Held
586,932
+517.5% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Investment Management Corp of Ontario holds $468,229,682 across 24 Utilities - Regulated Electric names. SO ranks #2 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
764,462 | $71,003,230 | |
| 2 | SO |
Southern Co
This page
|
586,932 | $56,650,676 | |
| 3 | DUK |
Duke Energy CORP
|
392,800 | $51,433,232 | |
| 4 | D |
Dominion Energy, Inc
|
517,828 | $32,012,126 | |
| 5 | EIX |
Edison International
|
421,739 | $30,862,860 | |
| 6 | ED |
Consolidated Edison Inc
|
253,457 | $28,686,263 | |
| 7 | EXC |
Exelon Corp
|
533,455 | $26,149,964 | |
| 8 | AEP |
American Electric Power Co Inc
|
193,951 | $25,423,097 |
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,650,676 | 586,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,287,924 | 95,045 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,890,984 | 51,609 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,766,677 | 247,922 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,848,931 | 248,493 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $3,268,303 | 36,242 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,888,208 | 24,342 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,265,637 | 17,642 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,783,993 | 25,442 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||