Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$924,750
-$2,442,060 QoQ
Shares Held
9,662
-72.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,057
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, 2026PANAGORA ASSET MANAGEMENT INC holds $661,671,143 across 20 Utilities - Regulated Electric names. SO ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,842,902 | $161,751,508 | |
| 2 | EXC |
Exelon Corp
|
2,686,347 | $125,237,497 | |
| 3 | ED |
Consolidated Edison Inc
|
974,276 | $107,784,153 | |
| 4 | DTE |
Dte Energy Co
|
638,168 | $97,237,658 | |
| 5 | ETR |
Entergy Corp /De/
|
683,239 | $78,476,831 | |
| 6 | POR |
Portland General Electric Co /Or/
|
700,716 | $36,318,110 | |
| 7 | PCG |
PG&E Corp
|
734,636 | $12,356,577 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
148,702 | $12,068,654 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $924,750 | 9,662 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,366,810 | 34,882 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,941,081 | 33,728 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $595,913 | 6,288 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,937,980 | 21,104 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,235,913 | 78,694 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,683,925 | 56,899 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,676,368 | 40,767 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,173,311 | 40,909 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,674,634 | 79,100 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,834,563 | 68,947 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,461,473 | 68,935 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,841,700 | 68,921 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $4,795,523 | 68,921 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,027,789 | 84,411 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,003,584 | 88,288 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,298,241 | 88,322 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $88,506,648 | 1,220,613 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $94,359,564 | 1,375,905 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $38,271,556 | 617,582 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $36,544,711 | 603,945 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $9,170,589 | 147,532 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $13,597,591 | 221,351 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $13,848,004 | 255,404 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $16,304,543 | 314,456 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $31,456,693 | 581,025 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||