Position in SO
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$27,039,788
+$5,265,861 QoQ
Shares Held
280,147
+12.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STRS OHIO holds $470,052,760 across 31 Utilities - Regulated Electric names. SO ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,062,204 | $98,657,507 | |
| 2 | AEP |
American Electric Power Co Inc
|
523,170 | $68,577,123 | |
| 3 | D |
Dominion Energy, Inc
|
840,125 | $51,936,527 | |
| 4 | ETR |
Entergy Corp /De/
|
348,080 | $39,110,268 | |
| 5 | CMS |
Cms Energy Corp
|
441,239 | $34,231,321 | |
| 6 | EXC |
Exelon Corp
|
637,577 | $31,254,024 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
239,288 | $27,702,371 | |
| 8 | SO |
Southern Co
This page
|
280,147 | $27,039,788 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,039,788 | 280,147 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $21,773,927 | 249,701 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $24,617,170 | 259,757 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $30,184,704 | 328,702 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,658,012 | 322,545 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $27,929,858 | 339,284 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $30,773,113 | 341,241 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $26,931,140 | 347,185 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $25,417,195 | 354,296 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $23,151,800 | 330,174 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $22,031,788 | 340,417 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $24,231,824 | 344,937 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $24,957,511 | 358,688 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $25,873,985 | 362,330 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $24,938,184 | 366,738 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $26,560,193 | 372,461 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $27,213,293 | 375,304 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $25,152,195 | 366,757 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $23,198,035 | 374,343 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $22,677,937 | 374,780 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $25,663,812 | 412,867 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $31,274,995 | 509,116 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $29,456,262 | 543,273 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $30,148,286 | 581,452 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $32,439,821 | 599,184 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||