Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$11,117,865
-$184,337 QoQ
Shares Held
116,162
-0.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#296
of 2,359 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $148,650,476 across 30 Utilities - Regulated Electric names. SO ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
234,836 | $20,611,555 | |
| 2 | ETR |
Entergy Corp /De/
|
101,101 | $11,612,460 | |
| 3 | SO |
Southern Co
This page
|
116,162 | $11,117,865 | |
| 4 | DUK |
Duke Energy CORP
|
80,322 | $10,167,158 | |
| 5 | EVRG |
Evergy, Inc.
|
103,149 | $8,915,168 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
113,419 | $8,123,068 | |
| 7 | AEP |
American Electric Power Co Inc
|
56,069 | $7,670,799 | |
| 8 | D |
Dominion Energy, Inc
|
90,619 | $6,188,371 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,117,865 | 116,162 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $11,302,202 | 117,097 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $10,308,086 | 118,212 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $11,298,479 | 119,220 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,572,416 | 126,020 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $11,714,338 | 127,399 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $10,803,594 | 131,239 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,140,392 | 134,624 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $10,695,972 | 137,888 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,258,174 | 142,991 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,229,596 | 145,887 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $9,873,100 | 152,551 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $11,014,778 | 156,794 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $10,836,250 | 155,738 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $11,102,541 | 155,476 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $10,008,036 | 147,177 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $10,330,537 | 144,868 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,255,669 | 141,438 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,596,742 | 139,935 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,609,430 | 138,929 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,362,542 | 138,201 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,491,118 | 136,601 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $8,155,262 | 132,757 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,429,387 | 137,023 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $7,469,562 | 144,061 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $7,739,421 | 142,952 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||