Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$11,634,986
-$2,849,770 QoQ
Shares Held
121,565
-19.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#288
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, 2026NISA INVESTMENT ADVISORS, LLC holds $227,105,340 across 35 Utilities - Regulated Electric names. SO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
262,151 | $30,611,372 | |
| 2 | NEE |
Nextera Energy Inc
|
311,809 | $27,367,475 | |
| 3 | LNT |
Alliant Energy Corp
|
197,792 | $15,089,551 | |
| 4 | IDA |
Idacorp Inc
|
94,447 | $14,289,831 | |
| 5 | CMS |
Cms Energy Corp
|
161,138 | $12,327,057 | |
| 6 | SO |
Southern Co
This page
|
121,565 | $11,634,986 | |
| 7 | OGE |
Oge Energy Corp.
|
223,450 | $10,873,077 | |
| 8 | ED |
Consolidated Edison Inc
|
95,697 | $10,586,959 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,634,986 | 121,565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,484,756 | 150,070 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $14,007,895 | 160,641 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $14,977,735 | 158,043 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,179,745 | 154,413 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $13,956,538 | 151,784 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,839,285 | 155,968 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,150,859 | 145,829 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $11,187,688 | 144,227 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $12,037,685 | 167,796 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $10,447,599 | 148,996 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,918,416 | 137,800 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $11,013,443 | 156,775 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,028,430 | 158,500 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $10,887,168 | 152,460 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,640,572 | 156,479 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,797,403 | 151,415 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $10,678,910 | 147,275 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $10,315,460 | 150,415 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $8,427,300 | 135,990 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $8,198,499 | 135,490 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $8,483,534 | 136,479 | Shares | Other | 2021-04-26 | |
| 2020-12-31 | $25,254,487 | 411,110 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $7,725,211 | 142,479 | Shares | Other | 2020-10-20 | |
| 2020-06-30 | $7,377,166 | 142,279 | Shares | Other | 2020-07-27 | |
| 2020-03-31 | $9,227,405 | 170,436 | Shares | Other | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||