Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,526,095
-$105,575 QoQ
Shares Held
15,945
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#854
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, 2026SUMITOMO LIFE INSURANCE CO holds $26,061,010 across 10 Utilities - Regulated Electric names. SO ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
207,072 | $18,174,709 | |
| 2 | SO |
Southern Co
This page
|
15,945 | $1,526,095 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
10,614 | $1,239,396 | |
| 4 | DUK |
Duke Energy CORP
|
8,183 | $1,035,804 | |
| 5 | AEP |
American Electric Power Co Inc
|
7,502 | $1,026,348 | |
| 6 | CMS |
Cms Energy Corp
|
10,079 | $771,043 | |
| 7 | D |
Dominion Energy, Inc
|
10,557 | $720,937 | |
| 8 | EXC |
Exelon Corp
|
12,913 | $602,004 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,526,095 | 15,945 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,631,670 | 16,905 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,433,742 | 16,442 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,548,067 | 16,335 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,545,223 | 16,827 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,652,157 | 17,968 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,479,702 | 17,975 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,673,470 | 18,557 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,404,327 | 18,104 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,458,617 | 20,332 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,488,437 | 21,227 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,445,132 | 22,329 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,588,984 | 22,619 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,707,701 | 24,543 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,765,612 | 24,725 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,717,544 | 25,258 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $2,018,429 | 28,305 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,012,007 | 27,748 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,936,219 | 28,233 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,803,760 | 29,107 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,835,449 | 30,333 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,198,661 | 35,371 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,278,192 | 37,086 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,208,489 | 40,732 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,222,187 | 42,858 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,510,471 | 46,370 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||