Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,082,156
+$1,695,086 QoQ
Shares Held
73,996
+32.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#404
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Federation des caisses Desjardins du Quebec holds $451,653,461 across 37 Utilities - Regulated Electric names. SO ranks #14 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
3,832,900 | $219,356,865 | |
| 2 | EMA |
Emera Inc
|
1,007,826 | $53,434,934 | |
| 3 | NEE |
Nextera Energy Inc
|
343,991 | $30,192,087 | |
| 4 | EXC |
Exelon Corp
|
362,688 | $16,908,514 | |
| 5 | CNP |
Centerpoint Energy Inc
|
344,552 | $15,174,068 | |
| 6 | ED |
Consolidated Edison Inc
|
130,628 | $14,451,374 | |
| 7 | PCG |
PG&E Corp
|
732,717 | $12,324,298 | |
| 8 | EIX |
Edison International
|
164,537 | $12,249,777 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,082,156 | 73,996 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,387,070 | 55,813 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,113,222 | 47,170 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $3,983,751 | 42,036 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,289,901 | 35,826 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,203,997 | 34,845 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,650,350 | 20,048 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,448,380 | 16,061 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,219,089 | 15,716 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $55,096 | 768 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $53,852 | 768 | Shares | Defined | 2024-08-15 | |
| 2023-09-30 | $49,704 | 768 | Shares | Defined | 2024-08-15 | |
| 2023-06-30 | $53,952 | 768 | Shares | Defined | 2024-08-15 | |
| 2023-03-31 | $53,437 | 768 | Shares | Defined | 2024-08-15 | |
| 2022-12-31 | $41,417 | 580 | Shares | Defined | 2024-08-15 | |
| 2022-09-30 | $39,440 | 580 | Shares | Defined | 2024-08-15 | |
| 2022-06-30 | $41,359 | 580 | Shares | Defined | 2024-08-15 | |
| 2022-03-31 | $42,055 | 580 | Shares | Defined | 2024-08-15 | |
| 2021-12-31 | $39,776 | 580 | Shares | Defined | 2024-08-30 | |
| 2021-09-30 | $35,942 | 580 | Shares | Defined | 2024-08-30 | |
| 2021-06-30 | $38,181 | 631 | Shares | Defined | 2024-08-30 | |
| 2021-03-31 | $104,676 | 1,684 | Shares | Defined | 2024-08-30 | |
| 2020-12-31 | $103,447 | 1,684 | Shares | Defined | 2024-08-30 | |
| 2020-09-30 | $53,135 | 980 | Shares | Defined | 2024-08-30 | |
| 2020-06-30 | $30,073 | 580 | Shares | Defined | 2024-08-30 | |
| 2020-03-31 | $31,401 | 580 | Shares | Defined | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||