Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$225,285,207
+$162,455,690 QoQ
Shares Held
2,334,078
+223.9% QoQ
Ownership
0.207%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Mar 31, 2026CallValue
$9,652
CallShares
100
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, 2026MARSHALL WACE, LLP holds $970,362,311 across 24 Utilities - Regulated Electric names. SO ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,334,078 | $225,285,207 | |
| 2 | DTE |
Dte Energy Co
|
1,366,347 | $199,787,257 | |
| 3 | DUK |
Duke Energy CORP
|
892,169 | $116,820,608 | |
| 4 | NEE |
Nextera Energy Inc
|
750,500 | $69,706,440 | |
| 5 | LNT |
Alliant Energy Corp
|
845,825 | $60,696,401 | |
| 6 | D |
Dominion Energy, Inc
|
850,272 | $52,563,814 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
435,096 | $50,371,062 | |
| 8 | ED |
Consolidated Edison Inc
|
409,262 | $46,320,272 |
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,285,207 | 2,334,078 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $9,652 | 100 | Call | Other | 2026-05-15 | |
| 2025-12-31 | $62,829,517 | 720,522 | Shares | Other | 2026-02-13 | |
| 2025-12-31 | $122,080 | 1,400 | Call | Other | 2026-02-13 | |
| 2025-09-30 | $47,385 | 500 | Call | Other | 2025-11-13 | |
| 2025-09-30 | $194,347,302 | 2,050,726 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $277,408,786 | 3,020,895 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $339,151,781 | 3,688,437 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $355,863,677 | 4,322,931 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $91,569,132 | 1,015,404 | Shares | Other | 2024-11-14 | |
| 2024-03-31 | $246,713 | 3,439 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $110,662,752 | 1,578,191 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $1,054,936 | 16,300 | Shares | Other | 2023-11-14 | |
| 2023-03-31 | $838,299 | 12,048 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $108,442,511 | 1,518,590 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $60,080,992 | 883,544 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,271,960 | 116,000 | Shares | Other | 2022-08-15 | |
| 2021-12-31 | $8,866,638 | 129,289 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $7,793,161 | 125,757 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $7,917,381 | 127,371 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $917,395 | 14,934 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $156,248 | 2,886 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||