Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$41,658,032
-$90,310,448 QoQ
Shares Held
431,600
-71.5% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026RENAISSANCE TECHNOLOGIES LLC holds $692,775,958 across 26 Utilities - Regulated Electric names. SO ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NGG |
National Grid PLC
|
2,168,755 | $183,476,673 | |
| 2 | ETR |
Entergy Corp /De/
|
561,700 | $63,112,612 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
576,100 | $58,042,075 | |
| 4 | LNT |
Alliant Energy Corp
|
710,700 | $50,999,832 | |
| 5 | XEL |
Xcel Energy Inc
|
543,600 | $43,183,584 | |
| 6 | SO |
Southern Co
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|
431,600 | $41,658,032 | |
| 7 | EVRG |
Evergy, Inc.
|
507,902 | $41,607,331 | |
| 8 | AEE |
Ameren Corp
|
288,200 | $31,678,944 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,658,032 | 431,600 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $131,968,480 | 1,513,400 | Shares | Sole | 2026-02-12 | |
| 2025-03-31 | $17,442,915 | 189,700 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $112,678,628 | 1,368,788 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,622,170 | 206,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,016,820 | 26,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $47,577,968 | 663,200 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,314,208 | 218,400 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $18,988,575 | 270,300 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $85,409,450 | 1,227,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $212,726,819 | 2,978,950 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $208,222,800 | 3,062,100 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $138,777,175 | 1,946,111 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $119,729,309 | 1,651,211 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $210,815,674 | 3,074,011 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $151,584,817 | 2,446,100 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $91,208,598 | 1,507,331 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $31,042,704 | 499,400 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $26,321,772 | 428,484 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,047,141 | 222,190 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $23,522,582 | 453,666 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $412,061,597 | 7,611,038 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||