Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,442,313
+$2,629,537 QoQ
Shares Held
77,759
+55.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#386
of 2,360 holders
Holding Since
Mar 2023
8 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, 2026ABN AMRO INVESTMENT SOLUTIONS holds $78,277,437 across 17 Utilities - Regulated Electric names. SO ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
159,302 | $13,981,935 | |
| 2 | SO |
Southern Co
This page
|
77,759 | $7,442,313 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
86,447 | $7,016,037 | |
| 4 | DUK |
Duke Energy CORP
|
55,029 | $6,965,570 | |
| 5 | ES |
Eversource Energy
|
75,658 | $5,467,803 | |
| 6 | XEL |
Xcel Energy Inc
|
63,810 | $5,123,943 | |
| 7 | D |
Dominion Energy, Inc
|
65,613 | $4,480,711 | |
| 8 | ED |
Consolidated Edison Inc
|
38,135 | $4,218,874 |
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,442,313 | 77,759 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $4,812,776 | 49,863 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $3,810,640 | 43,700 | Shares | Defined | 2026-02-06 | |
| 2024-03-31 | $354,969 | 4,948 | Shares | Defined | 2025-09-05 | |
| 2023-12-31 | $371,145 | 5,293 | Shares | Defined | 2025-09-05 | |
| 2023-09-30 | $368,709 | 5,697 | Shares | Defined | 2025-11-07 | |
| 2023-06-30 | $352,303 | 5,015 | Shares | Defined | 2025-09-05 | |
| 2023-03-31 | $348,943 | 5,015 | Shares | Defined | 2025-09-05 | |
| No filing history on record for this holder in this stock. | ||||||