Position in SO
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,768,535
+$215,329 QoQ
Shares Held
18,323
+2.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026SBI Securities Co., Ltd. holds $7,238,163 across 39 Utilities - Regulated Electric names. SO ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
18,323 | $1,768,535 | |
| 2 | NEE |
Nextera Energy Inc
|
18,283 | $1,698,125 | |
| 3 | NGG |
National Grid PLC
|
9,592 | $811,483 | |
| 4 | DUK |
Duke Energy CORP
|
5,332 | $698,172 | |
| 5 | ED |
Consolidated Edison Inc
|
4,301 | $486,787 | |
| 6 | D |
Dominion Energy, Inc
|
6,758 | $417,779 | |
| 7 | PPL |
PPL Corp
|
8,459 | $323,133 | |
| 8 | HE |
Hawaiian Electric Industries Inc
|
10,295 | $152,777 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,768,535 | 18,323 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $1,553,206 | 17,812 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $1,672,880 | 17,652 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $1,646,328 | 17,928 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,761,670 | 19,159 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,561,198 | 18,965 | Shares | Defined | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||