Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$57,239,556
+$324,705 QoQ
Shares Held
598,052
+1.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#115
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $693,629,188 across 32 Utilities - Regulated Electric names. SO ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,112,404 | $97,635,699 | |
| 2 | SO |
Southern Co
This page
|
598,052 | $57,239,556 | |
| 3 | DUK |
Duke Energy CORP
|
414,091 | $52,415,638 | |
| 4 | AEP |
American Electric Power Co Inc
|
289,246 | $39,571,745 | |
| 5 | D |
Dominion Energy, Inc
|
473,468 | $32,333,129 | |
| 6 | ETR |
Entergy Corp /De/
|
255,447 | $29,340,642 | |
| 7 | XEL |
Xcel Energy Inc
|
335,481 | $26,939,124 | |
| 8 | EXC |
Exelon Corp
|
544,604 | $25,389,438 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,239,556 | 598,052 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $56,914,851 | 589,669 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,715,074 | 570,127 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $54,720,956 | 577,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,945,074 | 587,445 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $56,566,076 | 615,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,856,778 | 605,646 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $56,276,829 | 624,050 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $45,743,727 | 589,709 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $42,400,205 | 591,026 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,260,590 | 574,167 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $37,549,637 | 580,186 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $45,075,912 | 641,650 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,154,965 | 577,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,373,357 | 565,374 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $41,118,444 | 604,683 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $54,441,904 | 763,454 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $57,448,077 | 792,278 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $56,186,633 | 819,286 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $52,063,537 | 840,141 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,968,927 | 809,270 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $52,338,782 | 842,001 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $51,120,448 | 832,174 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $48,998,288 | 903,694 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $45,911,567 | 885,469 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $45,430,985 | 839,139 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||