Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,385,839
+$3,712,763 QoQ
Shares Held
171,203
+30.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#249
of 2,356 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Weiss Asset Management LP holds $89,640,967 across 6 Utilities - Regulated Electric names. SO ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
830,936 | $39,490,123 | |
| 2 | TXNM |
Txnm Energy Inc
|
411,513 | $23,365,708 | |
| 3 | SO |
Southern Co
This page
|
171,203 | $16,385,839 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
87,518 | $6,268,039 | |
| 5 | NEE |
Nextera Energy Inc
|
43,980 | $3,860,124 | |
| 6 | LNT |
Alliant Energy Corp
|
3,554 | $271,134 |
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,385,839 | 171,203 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $12,673,076 | 131,300 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SOMN | $18,560,832 | 368,563 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $29,010,829 | 332,693 | Shares | Defined | 2026-02-17 | |
| 2024-12-31 | $6,471,175 | 78,610 | Shares | Defined | 2025-02-14 | |
| 2023-12-31 | $1,581,276 | 22,551 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $3,030,708 | 46,828 | Shares | Defined | 2023-11-14 | |
| 2022-06-30 | $6,605,587 | 92,632 | Shares | Defined | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||