Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,012,324
-$7,795 QoQ
Shares Held
10,577
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,010
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $10,710,634 across 22 Utilities - Regulated Electric names. SO ranks #2 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
19,791 | $1,737,056 | |
| 2 | SO |
Southern Co
This page
|
10,577 | $1,012,324 | |
| 3 | DUK |
Duke Energy CORP
|
7,300 | $924,034 | |
| 4 | AEP |
American Electric Power Co Inc
|
5,168 | $707,034 | |
| 5 | D |
Dominion Energy, Inc
|
8,210 | $560,660 | |
| 6 | FTS |
Fortis Inc.
|
8,970 | $513,353 | |
| 7 | ETR |
Entergy Corp /De/
|
4,339 | $498,377 | |
| 8 | XEL |
Xcel Energy Inc
|
5,885 | $472,565 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,012,324 | 10,577 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,020,119 | 10,569 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $921,616 | 10,569 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,009,205 | 10,649 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $986,988 | 10,748 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,015,679 | 11,046 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $921,984 | 11,200 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $1,016,599 | 11,273 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $887,012 | 11,435 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $825,942 | 11,513 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $809,745 | 11,548 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $758,518 | 11,720 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $929,337 | 13,229 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $923,952 | 13,279 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $959,750 | 13,440 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $887,128 | 13,046 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $976,162 | 13,689 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,351,078 | 18,633 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,625,963 | 23,709 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,005,535 | 32,363 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,992,533 | 32,929 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,362,825 | 38,012 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,268,241 | 36,924 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,846,136 | 34,049 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,768,966 | 34,117 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,598,916 | 29,533 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||