Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$17,647,296
+$1,874,481 QoQ
Shares Held
184,383
+12.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#238
of 2,356 holders
Holding Since
Mar 2025
5 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, 2026Rakuten Investment Management, Inc. holds $167,387,397 across 20 Utilities - Regulated Electric names. SO ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
341,078 | $29,936,416 | |
| 2 | SO |
Southern Co
This page
|
184,383 | $17,647,296 | |
| 3 | DUK |
Duke Energy CORP
|
127,432 | $16,130,342 | |
| 4 | XEL |
Xcel Energy Inc
|
150,401 | $12,077,200 | |
| 5 | EXC |
Exelon Corp
|
246,508 | $11,492,202 | |
| 6 | D |
Dominion Energy, Inc
|
143,816 | $9,821,194 | |
| 7 | ETR |
Entergy Corp /De/
|
74,887 | $8,601,520 | |
| 8 | ED |
Consolidated Edison Inc
|
60,270 | $6,667,670 |
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,647,296 | 184,383 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $15,772,815 | 163,415 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,626,996 | 144,805 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,297,574 | 77,003 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $9,208,516 | 100,147 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||