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Equibles

D. E. Shaw & Co., Inc.

Position in SO — Southern Co

CIK 1009207 New York, NY
Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$34,698,939
+$5,887,886 QoQ
Shares Held
359,500
+8.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 93.84033379694019.ToString("F0")% Shared 0.ToString("F0")% None 6.159666203059806.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Dec 31, 2025
CallValue
$5,310,480
CallShares
60,900
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 Mar 31, 2026

D. E. Shaw & Co., Inc. holds $620,919,999 across 33 Utilities - Regulated Electric names. SO ranks #8 (5.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PPL
PPL Corp
 2,097,761 $80,134,470
2 EIX
Edison International
 1,082,717 $79,233,229
3 ED
Consolidated Edison Inc
 630,152 $71,320,602
4 FE
Firstenergy Corp
 1,182,437 $59,902,258
5 PEG
Public Service Enterprise Group Inc
 706,045 $57,154,342
6 LNT
Alliant Energy Corp
 604,187 $43,356,458
7 NGG
National Grid PLC
 419,866 $35,520,663
8 SO
Southern Co
This page 		359,500 $34,698,939

All Filings in SO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $34,698,939 359,500
2025-12-31 $28,811,053 330,402
2025-12-31 $5,310,480 60,900
2025-09-30 $28,469,570 300,407
2025-09-30 $12,718,134 134,200
2025-06-30 $10,486,250 114,192
2025-06-30 $11,937,900 130,000
2025-03-31 $34,482,813 375,017
2024-12-31 $38,702,582 470,148
2024-12-31 $2,181,480 26,500
2024-09-30 $12,679,308 140,600
2024-09-30 $26,679,030 295,842
2024-06-30 $1,047,195 13,500
2024-06-30 $21,434,529 276,325
2024-03-31 $131,659,112 1,835,226
2023-12-31 $3,274,604 46,700
2023-12-31 $18,617,561 265,510
2023-09-30 $3,022,424 46,700
2023-09-30 $1,242,947 19,205
2023-06-30 $2,295,699 32,679
2023-06-30 $3,280,675 46,700
2023-03-31 $4,640,986 66,700
2023-03-31 $2,156,353 30,991
2022-12-31 $8,733,443 122,300
2022-12-31 $606,985 8,500
2022-12-31 $4,553,387 63,764
2022-09-30 $4,955,840 72,880
2022-09-30 $1,271,600 18,700
2022-09-30 $8,493,200 124,900
2022-06-30 $1,098,174 15,400
2022-06-30 $4,150,242 58,200
2022-06-30 $3,868,210 54,245
2022-03-31 $249,579 3,442
2022-03-31 $1,268,925 17,500
2021-12-31 $4,730,373 68,976
2021-09-30 $3,541,956 57,156
2021-09-30 $514,351 8,300
2021-06-30 $15,982,445 264,129
2021-03-31 $497,280 8,000
2021-03-31 $16,065,499 258,454
2020-12-31 $41,187,831 670,484
2020-12-31 $1,271,601 20,700
2020-09-30 $4,467,728 82,400
2020-09-30 $883,786 16,300
2020-09-30 $81,893,669 1,510,396
2020-06-30 $62,080,782 1,197,315
2020-06-30 $2,499,170 48,200
2020-03-31 $70,996,488 1,311,350
2020-03-31 $2,658,274 49,100
2020-03-31 $590,126 10,900

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