Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$17,878,628
-$151,308 QoQ
Shares Held
186,800
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#235
of 2,359 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026iA Global Asset Management Inc. holds $203,743,563 across 16 Utilities - Regulated Electric names. SO ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
|
1,425,936 | $109,084,104 | |
| 2 | DUK |
Duke Energy CORP
|
153,077 | $19,376,486 | |
| 3 | SO |
Southern Co
This page
|
186,800 | $17,878,628 | |
| 4 | NEE |
Nextera Energy Inc
|
145,331 | $12,755,701 | |
| 5 | ETR |
Entergy Corp /De/
|
98,710 | $11,337,830 | |
| 6 | AEP |
American Electric Power Co Inc
|
78,185 | $10,696,489 | |
| 7 | EXC |
Exelon Corp
|
131,414 | $6,126,520 | |
| 8 | XEL |
Xcel Energy Inc
|
72,848 | $5,849,694 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,878,628 | 186,800 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,029,936 | 186,800 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,288,960 | 186,800 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $20,013,339 | 211,178 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $20,928,240 | 227,902 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $20,113,878 | 218,748 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,398,107 | 308,529 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $29,222,378 | 324,045 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $23,798,476 | 306,800 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||