Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,252,269
+$1,205,412 QoQ
Shares Held
13,084
+1707.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#917
of 2,360 holders
Holding Since
Jun 2021
6 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, 2026SIMPLEX TRADING, LLC holds $7,336,811 across 14 Utilities - Regulated Electric names. SO ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
14,605 | $1,848,700 | |
| 2 | ETR |
Entergy Corp /De/
|
13,431 | $1,542,684 | |
| 3 | SO |
Southern Co
This page
|
13,084 | $1,252,269 | |
| 4 | HE |
Hawaiian Electric Industries Inc
|
62,708 | $848,439 | |
| 5 | ED |
Consolidated Edison Inc
|
4,442 | $491,418 | |
| 6 | POR |
Portland General Electric Co /Or/
|
8,426 | $436,719 | |
| 7 | TXNM |
Txnm Energy Inc
|
5,144 | $292,076 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
2,165 | $252,807 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,269 | 13,084 | Shares | Sole | 2026-08-12 | |
| 2023-09-30 | $46,857 | 724 | Shares | Sole | 2023-11-01 | |
| 2022-09-30 | $1,173,204 | 17,253 | Shares | Sole | 2022-11-04 | |
| 2021-12-31 | $3,394,710 | 49,500 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $665,495 | 10,739 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $680,071 | 11,239 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||