Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$14,430,608
+$12,628,010 QoQ
Shares Held
149,509
+623.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Voleon Capital Management LP holds $80,723,066 across 18 Utilities - Regulated Electric names. SO ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
215,760 | $15,789,316 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
192,892 | $15,614,607 | |
| 3 | SO |
Southern Co
This page
|
149,509 | $14,430,608 | |
| 4 | EXC |
Exelon Corp
|
218,597 | $10,715,624 | |
| 5 | PPL |
PPL Corp
|
234,773 | $8,968,328 | |
| 6 | PCG |
PG&E Corp
|
173,563 | $3,049,501 | |
| 7 | DUK |
Duke Energy CORP
|
14,415 | $1,887,500 | |
| 8 | AEE |
Ameren Corp
|
15,040 | $1,653,196 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,430,608 | 149,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,802,598 | 20,672 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,918,386 | 62,450 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,641,851 | 61,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,441,561 | 91,806 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,608,379 | 68,129 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||