STATE OF MICHIGAN RETIREMENT SYSTEM
PensionPosition in SO — Southern Co
CIK 762152
EAST LANSING, MI
Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$27,624,107
-$137,264 QoQ
Shares Held
288,623
+0.3% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#181
of 2,356 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, 2026STATE OF MICHIGAN RETIREMENT SYSTEM holds $303,185,511 across 28 Utilities - Regulated Electric names. SO ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
533,898 | $46,860,227 | |
| 2 | SO |
Southern Co
This page
|
288,623 | $27,624,107 | |
| 3 | DUK |
Duke Energy CORP
|
199,636 | $25,269,924 | |
| 4 | AEP |
American Electric Power Co Inc
|
139,358 | $19,065,567 | |
| 5 | D |
Dominion Energy, Inc
|
240,367 | $16,414,662 | |
| 6 | XEL |
Xcel Energy Inc
|
181,394 | $14,565,938 | |
| 7 | ETR |
Entergy Corp /De/
|
117,204 | $13,462,051 | |
| 8 | EXC |
Exelon Corp
|
286,503 | $13,356,769 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,624,107 | 288,623 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $27,761,371 | 287,623 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $25,133,045 | 288,223 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $28,196,254 | 297,523 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $27,440,916 | 298,823 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,329,654 | 297,223 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $24,483,861 | 297,423 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,857,678 | 297,823 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $23,226,242 | 299,423 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $21,437,562 | 298,823 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $20,939,444 | 298,623 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $19,346,296 | 298,923 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $21,062,565 | 299,823 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $20,799,062 | 298,923 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $21,131,861 | 295,923 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $19,565,164 | 287,723 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $20,439,086 | 286,623 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $19,383,590 | 267,323 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $18,295,909 | 266,782 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $16,476,707 | 265,882 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $16,100,621 | 266,082 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $16,483,713 | 265,182 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $16,314,702 | 265,582 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $14,611,314 | 269,482 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $13,983,011 | 269,682 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $13,016,880 | 240,430 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||