Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$98,942,605
-$2,555,414 QoQ
Shares Held
1,033,775
-1.7% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#81
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, 2026NEW YORK STATE COMMON RETIREMENT FUND holds $939,886,096 across 32 Utilities - Regulated Electric names. SO ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,416,297 | $212,078,387 | |
| 2 | SO |
Southern Co
This page
|
1,033,775 | $98,942,605 | |
| 3 | DUK |
Duke Energy CORP
|
716,976 | $90,754,822 | |
| 4 | AEP |
American Electric Power Co Inc
|
498,687 | $68,225,368 | |
| 5 | D |
Dominion Energy, Inc
|
802,155 | $54,779,164 | |
| 6 | ES |
Eversource Energy
|
637,760 | $46,090,915 | |
| 7 | PCG |
PG&E Corp
|
2,321,429 | $39,046,435 | |
| 8 | EXC |
Exelon Corp
|
770,079 | $35,901,082 |
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,942,605 | 1,033,775 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $101,498,019 | 1,051,575 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $91,697,340 | 1,051,575 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $100,899,249 | 1,064,675 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $104,573,616 | 1,138,774 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $104,848,562 | 1,140,278 | Shares | Sole | 2025-10-08 | |
| 2024-12-31 | $97,689,226 | 1,186,701 | Shares | Sole | 2025-10-08 | |
| 2024-09-30 | $107,016,696 | 1,186,701 | Shares | Sole | 2025-10-08 | |
| 2024-06-30 | $98,578,748 | 1,270,836 | Shares | Sole | 2025-10-08 | |
| 2024-03-31 | $91,776,192 | 1,279,289 | Shares | Sole | 2025-10-08 | |
| 2023-12-31 | $90,634,026 | 1,292,556 | Shares | Sole | 2025-10-08 | |
| 2023-09-30 | $91,839,362 | 1,419,026 | Shares | Sole | 2025-10-08 | |
| 2023-06-30 | $125,661,022 | 1,788,769 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $127,734,129 | 1,835,788 | Shares | Sole | 2025-10-08 | |
| 2022-12-31 | $138,519,047 | 1,939,771 | Shares | Sole | 2025-10-08 | |
| 2022-09-30 | $124,481,752 | 1,830,614 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $133,121,222 | 1,866,796 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $135,920,430 | 1,874,506 | Shares | Sole | 2022-07-01 | |
| 2021-12-31 | $132,286,293 | 1,928,934 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $121,204,520 | 1,955,858 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $122,074,689 | 2,017,430 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $125,853,673 | 2,024,673 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $127,324,302 | 2,072,673 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $105,933,572 | 1,953,773 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $107,032,555 | 2,064,273 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $114,988,541 | 2,123,911 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||