Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,383,208
+$1,124,070 QoQ
Shares Held
56,245
+27.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#455
of 2,360 holders
Holding Since
Mar 2020
20 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, 2026ACADIAN ASSET MANAGEMENT LLC holds $354,217,546 across 20 Utilities - Regulated Electric names. SO ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
837,460 | $92,648,199 | |
| 2 | PCG |
PG&E Corp
|
4,680,465 | $78,725,421 | |
| 3 | AEE |
Ameren Corp
|
373,423 | $42,211,735 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
348,160 | $28,256,665 | |
| 5 | EIX |
Edison International
|
351,570 | $26,174,386 | |
| 6 | DUK |
Duke Energy CORP
|
181,607 | $22,987,814 | |
| 7 | OGE |
Oge Energy Corp.
|
316,636 | $15,407,507 | |
| 8 | AEP |
American Electric Power Co Inc
|
109,802 | $15,022,011 |
All Filings in SO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,383,208 | 56,245 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,259,138 | 44,127 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,843,863 | 44,081 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $226,215 | 2,387 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $507,636 | 5,528 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $83,582 | 909 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $332,984 | 4,045 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $268,465 | 2,977 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $159,794 | 2,060 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $229,639 | 3,201 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $15,356 | 219 | Shares | Defined | 2024-02-13 | |
| 2022-12-31 | $1,548,954 | 21,691 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $16,741,872 | 246,204 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $132,491 | 2,138 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $407,474 | 6,734 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $5,737,803 | 92,307 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $14,671,204 | 238,828 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $12,884,949 | 237,642 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $14,701,860 | 283,546 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $17,998,843 | 332,450 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||