NEW MEXICO EDUCATIONAL RETIREMENT BOARD

Pension

Position in SO — Southern Co

CIK 862469 SANTA FE, NM

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,243,663

+$361,006 QoQ

Shares Held

54,787

+8.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#463

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NEW MEXICO EDUCATIONAL RETIREMENT BOARD holds $61,117,230 across 28 Utilities - Regulated Electric names. SO ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	103,632	$9,095,780
2	SO	Southern Co This page	54,787	$5,243,663
3	DUK	Duke Energy CORP	38,760	$4,906,240
4	AEP	American Electric Power Co Inc	26,938	$3,685,387
5	D	Dominion Energy, Inc	42,373	$2,893,652
6	ETR	Entergy Corp /De/	22,498	$2,584,120
7	EXC	Exelon Corp	50,959	$2,375,708
8	XEL	Xcel Energy Inc	29,478	$2,367,083

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,243,663	54,787	+8.3%	Shares	Sole	2026-07-29
2026-03-31	$4,882,657	50,587	0.0%	Shares	Sole	2026-05-04
2025-12-31	$4,411,186	50,587	+1.8%	Shares	Sole	2026-02-10
2025-09-30	$4,708,836	49,687	-2.9%	Shares	Sole	2025-12-15
2025-06-30	$4,700,502	51,187	0.0%	Shares	Sole	2025-07-30
2025-03-31	$4,706,644	51,187	-1.7%	Shares	Sole	2025-04-30
2024-12-31	$4,287,801	52,087	-2.6%	Shares	Sole	2025-01-30
2024-09-30	$4,823,457	53,487	-2.7%	Shares	Sole	2024-11-13
2024-06-30	$4,265,341	54,987	0.0%	Shares	Sole	2024-08-06
2024-03-31	$3,944,767	54,987	-3.0%	Shares	Sole	2024-04-23
2023-12-31	$3,974,892	56,687	0.0%	Shares	Sole	2024-01-22
2023-09-30	$3,668,782	56,687	+7.2%	Shares	Sole	2023-11-01
2023-06-30	$3,715,311	52,887	+5.0%	Shares	Sole	2023-07-17
2023-03-31	$3,505,927	50,387	-3.1%	Shares	Sole	2023-05-03
2022-12-31	$3,712,391	51,987	-4.2%	Shares	Sole	2023-02-01
2022-09-30	$3,691,516	54,287	-7.7%	Shares	Sole	2022-10-18
2022-06-30	$4,192,100	58,787	-4.5%	Shares	Sole	2022-07-21
2022-03-31	$4,465,673	61,587	-4.8%	Shares	Sole	2022-04-01
2021-12-31	$4,436,234	64,687	-6.6%	Shares	Sole	2022-01-19
2021-09-30	$4,293,715	69,287	-1.7%	Shares	Sole	2021-10-19
2021-06-30	$4,265,168	70,487	+5.5%	Shares	Sole	2021-07-13
2021-03-31	$4,151,479	66,787	0.0%	Shares	Sole	2021-04-26
2020-12-31	$4,102,725	66,787	-1.3%	Shares	Sole	2021-02-02
2020-09-30	$3,669,989	67,687	-4.1%	Shares	Sole	2020-10-28
2020-06-30	$3,659,935	70,587	+7.0%	Shares	Sole	2020-08-06
2020-03-31	$3,572,536	65,987	—	Shares	Sole	2020-06-11
No filing history on record for this holder in this stock.