Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,244,788
+$2,729,351 QoQ
Shares Held
430,935
+8.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#142
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, 2026MACKENZIE FINANCIAL CORP holds $1,767,869,284 across 28 Utilities - Regulated Electric names. SO ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,515,500 | $318,411,990 | |
| 2 | FTS |
Fortis Inc.
|
4,518,242 | $258,578,989 | |
| 3 | PCG |
PG&E Corp
|
13,278,514 | $223,344,605 | |
| 4 | EMA |
Emera Inc
|
3,894,059 | $206,463,008 | |
| 5 | NEE |
Nextera Energy Inc
|
2,312,715 | $202,986,995 | |
| 6 | ES |
Eversource Energy
|
1,527,855 | $110,418,080 | |
| 7 | AEP |
American Electric Power Co Inc
|
648,949 | $88,782,712 | |
| 8 | EIX |
Edison International
|
1,062,311 | $79,089,053 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,244,788 | 430,935 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $38,515,437 | 399,041 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $18,014,037 | 206,583 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $85,967,383 | 907,116 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $72,226,498 | 786,524 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $76,259,376 | 829,357 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $60,133,854 | 730,489 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $66,001,118 | 731,882 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $24,278,324 | 312,986 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,112,890 | 336,115 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $30,432,080 | 434,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $32,219,428 | 497,828 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $53,306,543 | 758,812 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $46,064,047 | 662,030 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $56,078,415 | 785,302 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $59,980,828 | 882,071 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $62,463,424 | 875,942 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $65,776,141 | 907,132 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $45,798,204 | 667,807 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $37,783,356 | 609,704 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $34,594,414 | 571,714 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $33,343,183 | 536,409 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $15,391,163 | 250,548 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,443,273 | 229,496 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,766,486 | 265,506 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,971,627 | 147,241 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||