Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,110,561
+$139,168 QoQ
Shares Held
84,741
+2.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#364
of 2,367 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $934,181,905 across 29 Utilities - Regulated Electric names. SO ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
9,436,026 | $540,023,767 | |
| 2 | EMA |
Emera Inc
|
4,633,493 | $245,667,798 | |
| 3 | NEE |
Nextera Energy Inc
|
521,191 | $45,744,934 | |
| 4 | ETR |
Entergy Corp /De/
|
373,604 | $42,912,155 | |
| 5 | AEP |
American Electric Power Co Inc
|
211,586 | $28,947,080 | |
| 6 | SO |
Southern Co
This page
|
84,741 | $8,110,561 | |
| 7 | EXC |
Exelon Corp
|
82,272 | $3,835,520 | |
| 8 | DUK |
Duke Energy CORP
|
25,694 | $3,252,346 |
All Filings in SO
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,110,561 | 84,741 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $7,971,393 | 82,588 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,714,312 | 76,999 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $6,864,380 | 72,432 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,975,865 | 75,965 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,452,044 | 91,920 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,478,337 | 78,697 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,771,976 | 75,094 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,650,541 | 85,736 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $4,001,585 | 55,779 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $317,503 | 4,528 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $663,056 | 10,245 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,366,222 | 19,448 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $250,000 | 3,593 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $256,576 | 3,593 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $254,592 | 3,744 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $281,246 | 3,944 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $291,272 | 4,017 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $2,627,779 | 38,317 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||