Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,337,988
-$3,360,951 QoQ
Shares Held
375,457
+4.4% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#167
of 2,359 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Jun 30, 2026CallValue
$3,139,288
CallShares
32,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026D. E. Shaw & Co., Inc. holds $588,940,836 across 34 Utilities - Regulated Electric names. SO ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,958,245 | $73,090,205 | |
| 2 | ED |
Consolidated Edison Inc
|
546,359 | $60,443,695 | |
| 3 | NGG |
National Grid PLC
|
688,532 | $57,058,646 | |
| 4 | LNT |
Alliant Energy Corp
|
740,877 | $56,521,506 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
490,914 | $39,842,580 | |
| 6 | AEP |
American Electric Power Co Inc
|
253,790 | $34,721,009 | |
| 7 | SO |
Southern Co
This page
|
375,457 | $31,337,988 | |
| 8 | KEP |
Korea Electric Power Corp
|
2,085,254 | $25,231,572 |
All Filings in SO
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 SOMN | $4,974,000 | 100,000 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $3,139,288 | 32,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $26,363,988 | 275,457 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $34,698,939 | 359,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $32,734,000 | 650,000 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $28,811,053 | 330,402 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $5,310,480 | 60,900 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $28,469,570 | 300,407 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $12,718,134 | 134,200 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $10,486,250 | 114,192 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $11,937,900 | 130,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $34,482,813 | 375,017 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $38,702,582 | 470,148 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,181,480 | 26,500 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $12,679,308 | 140,600 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $26,679,030 | 295,842 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,047,195 | 13,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $21,434,529 | 276,325 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $131,659,112 | 1,835,226 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,274,604 | 46,700 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $18,617,561 | 265,510 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,022,424 | 46,700 | Call | Defined | 2023-11-14 | |
| 2023-09-30 | $1,242,947 | 19,205 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,295,699 | 32,679 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $3,280,675 | 46,700 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $4,640,986 | 66,700 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $2,156,353 | 30,991 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,733,443 | 122,300 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $606,985 | 8,500 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $4,553,387 | 63,764 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,955,840 | 72,880 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $1,271,600 | 18,700 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $8,493,200 | 124,900 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $1,098,174 | 15,400 | Put | Defined | 2022-08-15 | |
| 2022-06-30 | $4,150,242 | 58,200 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $3,868,210 | 54,245 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $249,579 | 3,442 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,268,925 | 17,500 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $4,730,373 | 68,976 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,541,956 | 57,156 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $514,351 | 8,300 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $15,982,445 | 264,129 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $497,280 | 8,000 | Call | Defined | 2021-05-17 | |
| 2021-03-31 | $16,065,499 | 258,454 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,187,831 | 670,484 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $1,271,601 | 20,700 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $4,467,728 | 82,400 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $883,786 | 16,300 | Put | Defined | 2020-11-16 | |
| 2020-09-30 | $81,893,669 | 1,510,396 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $62,080,782 | 1,197,315 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||