Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,818,298
+$635,156 QoQ
Shares Held
18,998
+55.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#791
of 2,356 holders
Holding Since
Sep 2020
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, 2026DRW Securities, LLC holds $15,919,534 across 11 Utilities - Regulated Electric names. SO ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
19,219 | $2,432,741 | |
| 2 | CNP |
Centerpoint Energy Inc
|
52,845 | $2,327,293 | |
| 3 | EVRG |
Evergy, Inc.
|
23,600 | $2,039,748 | |
| 4 | LNT |
Alliant Energy Corp
|
25,433 | $1,940,283 | |
| 5 | SO |
Southern Co
This page
|
18,998 | $1,818,298 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
21,176 | $1,718,644 | |
| 7 | EXC |
Exelon Corp
|
35,902 | $1,673,751 | |
| 8 | POR |
Portland General Electric Co /Or/
|
24,885 | $1,289,789 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,818,298 | 18,998 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,183,142 | 12,258 | Shares | Other | 2026-05-13 | |
| 2025-03-31 | $1,572,620 | 17,103 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $4,502,416 | 49,927 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $504,437 | 6,503 | Shares | Other | 2024-08-13 | |
| 2021-06-30 | $278,951 | 4,610 | Shares | Other | 2021-08-12 | |
| 2020-09-30 | $483,588 | 8,919 | Shares | Other | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||