Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$40,726,902
-$2,139,077 QoQ
Shares Held
425,524
-4.2% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#145
of 2,356 holders
Holding Since
Mar 2024
10 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, 2026Resona Asset Management Co.,Ltd. holds $370,834,266 across 28 Utilities - Regulated Electric names. SO ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
608,795 | $53,433,937 | |
| 2 | SO |
Southern Co
This page
|
425,524 | $40,726,902 | |
| 3 | DUK |
Duke Energy CORP
|
300,933 | $38,092,099 | |
| 4 | AEP |
American Electric Power Co Inc
|
166,220 | $22,740,558 | |
| 5 | ED |
Consolidated Edison Inc
|
203,492 | $22,512,319 | |
| 6 | D |
Dominion Energy, Inc
|
272,055 | $18,578,635 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
136,273 | $15,912,598 | |
| 8 | XEL |
Xcel Energy Inc
|
193,872 | $15,567,921 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,726,902 | 425,524 | Shares | Other | 2026-07-29 | |
| 2026-03-31 | $42,865,979 | 444,115 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $38,074,920 | 436,639 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $42,316,416 | 446,517 | Shares | Other | 2025-10-31 | |
| 2025-06-30 | $44,198,605 | 481,309 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $40,850,902 | 444,273 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $34,253,928 | 416,107 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $38,989,323 | 432,350 | Shares | Other | 2025-02-20 | |
| 2024-06-30 | $34,186,495 | 440,718 | Shares | Other | 2025-02-20 | |
| 2024-03-31 | $33,098,038 | 461,361 | Shares | Other | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||