Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,594,815
-$173,720 QoQ
Shares Held
16,663
-9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#839
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026SBI Securities Co., Ltd. holds $6,915,872 across 39 Utilities - Regulated Electric names. SO ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
18,587 | $1,631,380 | |
| 2 | SO |
Southern Co
This page
|
16,663 | $1,594,815 | |
| 3 | NGG |
National Grid PLC
|
9,676 | $801,850 | |
| 4 | DUK |
Duke Energy CORP
|
5,061 | $640,621 | |
| 5 | ED |
Consolidated Edison Inc
|
4,162 | $460,442 | |
| 6 | D |
Dominion Energy, Inc
|
6,149 | $419,915 | |
| 7 | PPL |
PPL Corp
|
8,491 | $308,647 | |
| 8 | EXC |
Exelon Corp
|
4,434 | $206,713 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,594,815 | 16,663 | Shares | Defined | 2026-07-23 | |
| 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. | ||||||