Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$56,914,851
+$7,199,777 QoQ
Shares Held
589,669
+3.4% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.15%
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $710,856,734 across 35 Utilities - Regulated Electric names. SO ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,118,512 | $103,887,394 | |
| 2 | SO |
Southern Co
This page
|
589,669 | $56,914,851 | |
| 3 | DUK |
Duke Energy CORP
|
427,442 | $55,969,255 | |
| 4 | AEP |
American Electric Power Co Inc
|
286,076 | $37,498,842 | |
| 5 | D |
Dominion Energy, Inc
|
465,613 | $28,784,195 | |
| 6 | PCG |
PG&E Corp
|
1,621,861 | $28,496,097 | |
| 7 | XEL |
Xcel Energy Inc
|
340,088 | $27,016,590 | |
| 8 | ETR |
Entergy Corp /De/
|
239,155 | $26,871,455 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||