Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,962,445
-$102,292 QoQ
Shares Held
62,297
-0.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#442
of 2,356 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, 2026HARTFORD INVESTMENT MANAGEMENT CO holds $61,027,861 across 23 Utilities - Regulated Electric names. SO ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
115,360 | $10,125,147 | |
| 2 | SO |
Southern Co
This page
|
62,297 | $5,962,445 | |
| 3 | DUK |
Duke Energy CORP
|
43,058 | $5,450,281 | |
| 4 | AEP |
American Electric Power Co Inc
|
30,046 | $4,110,593 | |
| 5 | D |
Dominion Energy, Inc
|
48,421 | $3,306,670 | |
| 6 | ETR |
Entergy Corp /De/
|
25,399 | $2,917,329 | |
| 7 | XEL |
Xcel Energy Inc
|
34,494 | $2,769,868 | |
| 8 | EXC |
Exelon Corp
|
56,257 | $2,622,701 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,962,445 | 62,297 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,064,737 | 62,834 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,544,524 | 63,584 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,109,253 | 64,464 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,093,104 | 66,352 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $6,145,570 | 66,836 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,578,579 | 67,767 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $6,214,033 | 68,907 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,440,682 | 70,139 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,057,813 | 70,502 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $5,153,679 | 73,498 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $4,893,996 | 75,618 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,440,019 | 77,438 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $6,376,519 | 91,643 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,623,751 | 78,753 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $6,848,892 | 100,719 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $7,656,839 | 107,374 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,652,415 | 105,536 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $7,741,859 | 112,888 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,488,073 | 104,697 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $7,077,310 | 116,961 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,414,444 | 119,280 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $7,578,803 | 123,373 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $5,975,748 | 110,213 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,935,839 | 114,481 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $6,204,985 | 114,610 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||