Position in SO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$54,039,231
+$44,078,899 QoQ
Shares Held
559,876
+390.2% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 73.592366881238.ToString("F0")%
Shared 0.ToString("F0")%
None 26.407633118762014.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $760,401,280 across 24 Utilities - Regulated Electric names. SO ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
11,496,508 | $201,993,645 | |
| 2 | EIX |
Edison International
|
1,468,184 | $107,441,705 | |
| 3 | XEL |
Xcel Energy Inc
|
936,583 | $74,402,153 | |
| 4 | PPL |
PPL Corp
|
1,884,790 | $71,998,978 | |
| 5 | SO |
Southern Co
This page
|
559,876 | $54,039,231 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
636,413 | $51,517,632 | |
| 7 | LNT |
Alliant Energy Corp
|
452,952 | $32,503,835 | |
| 8 | CNP |
Centerpoint Energy Inc
|
676,653 | $29,204,343 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,039,231 | 559,876 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,960,332 | 114,224 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $26,407,850 | 278,652 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,459,838 | 266,360 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $9,656,497 | 105,019 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $10,634,476 | 117,925 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,093,748 | 15,246 | Shares | Defined | 2024-05-15 | |
| 2022-09-30 | $1,094,120 | 16,090 | Shares | Defined | 2022-11-14 | |
| 2021-03-31 | $254,856 | 4,100 | Shares | Defined | 2021-05-14 | |
| 2020-03-31 | $5,576,420 | 103,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||