Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$114,559,588
+$86,100,157 QoQ
Shares Held
1,186,900
+295.2% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $951,172,436 across 19 Utilities - Regulated Electric names. SO ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
1,573,942 | $125,033,952 | |
| 2 | SO |
Southern Co
This page
|
1,186,900 | $114,559,588 | |
| 3 | ETR |
Entergy Corp /De/
|
1,008,204 | $113,281,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
729,506 | $95,623,646 | |
| 5 | PCG |
PG&E Corp
|
4,117,000 | $72,335,690 | |
| 6 | EVRG |
Evergy, Inc.
|
724,382 | $59,341,373 | |
| 7 | TXNM |
Txnm Energy Inc
|
857,183 | $50,110,918 | |
| 8 | NEE |
Nextera Energy Inc
|
484,713 | $45,020,143 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $114,559,588 | 1,186,900 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $28,459,431 | 300,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $92,436,078 | 1,006,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $124,058,940 | 1,349,200 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $49,284,984 | 598,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,077,026 | 355,700 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,327,416 | 648,800 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $76,740,278 | 1,069,700 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $100,580,128 | 1,434,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $96,063,896 | 1,484,300 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $114,771,921 | 1,633,764 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $127,850,745 | 1,837,464 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $95,139,543 | 1,332,300 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $92,344,000 | 1,358,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $48,604,896 | 681,600 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $40,366,317 | 556,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $63,731,394 | 929,300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $63,494,462 | 1,024,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,863,559 | 410,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,082,336 | 419,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $72,284,681 | 1,176,700 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $13,155,278 | 253,718 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $65,055,598 | 1,201,618 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||