Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,895,514
-$222,389,693 QoQ
Shares Held
30,253
-98.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 2,360 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
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 Jun 30, 2026MARSHALL WACE, LLP holds $936,142,871 across 24 Utilities - Regulated Electric names. SO ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,371,772 | $295,940,428 | |
| 2 | DTE |
Dte Energy Co
|
948,922 | $144,587,243 | |
| 3 | FE |
Firstenergy Corp
|
1,731,950 | $82,336,902 | |
| 4 | D |
Dominion Energy, Inc
|
941,149 | $64,271,064 | |
| 5 | AEP |
American Electric Power Co Inc
|
396,968 | $54,309,190 | |
| 6 | TXNM |
Txnm Energy Inc
|
889,956 | $50,531,701 | |
| 7 | PPL |
PPL Corp
|
1,030,132 | $37,445,297 | |
| 8 | LNT |
Alliant Energy Corp
|
435,503 | $33,224,522 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,895,514 | 30,253 | Shares | Other | 2026-08-13 | |
| 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 SOMN | $2,518,000 | 50,000 | Shares | Other | 2026-02-13 | |
| 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 | |
| 2021-06-30 | $31,842,600 | 526,237 | Shares | Sole | 2021-08-13 | |
| 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. | ||||||