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CAPSTONE INVESTMENT ADVISORS, LLC

Position in SO — Southern Co

CIK 1426196 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$0
+$0 QoQ
Shares Held
0
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
26 quarters on record

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Jun 30, 2026
CallValue
$1,263,372
CallShares
13,200
PutValue
$10,853,514
PutShares
113,400

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, 2026

CAPSTONE INVESTMENT ADVISORS, LLC holds $11,893,210 across 14 Utilities - Regulated Electric names.

# Ticker Company Shares Value (USD) Open

All Filings in SO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,263,372 13,200
2026-06-30 $10,853,514 113,400
2026-03-31 $7,876,032 81,600
2026-03-31 $1,525,016 15,800
2025-12-31 $1,866,080 21,400
2025-12-31 $3,801,920 43,600
2025-09-30 $2,492,451 26,300
2025-09-30 $4,160,403 43,900
2025-06-30 $2,112,090 23,000
2025-06-30 $2,552,874 27,800
2025-06-30 $1,378,551 15,012
2025-03-31 $4,763,010 51,800
2025-03-31 $3,218,250 35,000
2024-12-31 $7,746,312 94,100
2024-12-31 $3,292,800 40,000
2024-12-31 $695,439 8,448
2024-09-30 $7,061,094 78,300
2024-09-30 $2,912,814 32,300
2024-09-30 $212,373 2,355
2024-06-30 $1,853,923 23,900
2024-06-30 $7,788,028 100,400
2024-06-30 $886,314 11,426
2024-03-31 $1,068,926 14,900
2024-03-31 $1,743,640 24,305
2024-03-31 $6,033,334 84,100
2023-12-31 $11,674,980 166,500
2023-12-31 $375,352 5,353
2023-12-31 $3,015,160 43,000
2023-09-30 $6,310,200 97,500
2023-09-30 $1,346,176 20,800
2023-09-30 $1,527,974 23,609
2023-06-30 $5,858,850 83,400
2023-06-30 $2,444,700 34,800
2023-06-30 $242,362 3,450
2023-03-31 $2,233,518 32,100
2023-03-31 $5,601,190 80,500
2022-12-31 $2,220,851 31,100
2022-12-31 $3,741,884 52,400
2022-09-30 $3,114,400 45,800
2022-09-30 $1,978,800 29,100
2022-06-30 $1,839,798 25,800
2022-06-30 $3,016,413 42,300
2022-03-31 $23,776,029 327,900
2022-03-31 $7,657,056 105,600
2021-12-31 $11,000,232 160,400
2021-12-31 $44,810,172 653,400
2021-09-30 $10,225,050 165,000
2021-09-30 $34,337,577 554,100
2021-09-30 $2,353,124 37,972
2021-06-30 $8,320,125 137,500