Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,150,578
+$14,837,610 QoQ
Shares Held
262,779
+145.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#189
of 2,356 holders
Holding Since
Mar 2023
14 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, 2026Vinva Investment Management Ltd holds $198,054,155 across 14 Utilities - Regulated Electric names. SO ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
418,297 | $46,276,197 | |
| 2 | DUK |
Duke Energy CORP
|
296,847 | $37,574,893 | |
| 3 | NEE |
Nextera Energy Inc
|
308,590 | $27,084,944 | |
| 4 | SO |
Southern Co
This page
|
262,779 | $25,150,578 | |
| 5 | PCG |
PG&E Corp
|
1,320,766 | $22,215,284 | |
| 6 | DTE |
Dte Energy Co
|
99,278 | $15,126,988 | |
| 7 | PPL |
PPL Corp
|
146,547 | $5,326,983 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
65,619 | $5,325,638 |
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,150,578 | 262,779 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $10,312,968 | 106,848 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,568,359 | 98,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,460,444 | 47,066 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,418,802 | 26,340 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,970,028 | 21,425 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,449,737 | 17,611 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,079,905 | 11,975 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,443,034 | 18,603 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,160,968 | 16,183 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $678,551 | 9,677 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $463,201 | 7,157 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $484,725 | 6,900 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,578,147 | 37,053 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||