Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,745,068
-$5,146,571 QoQ
Shares Held
206,301
-20.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#218
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. SO ranks #11 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,745,068 | 206,301 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,891,639 | 257,891 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $23,053,674 | 264,377 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,229,405 | 129,043 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,877,705 | 42,227 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,659,071 | 105,047 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,165,284 | 208,519 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,992,178 | 44,269 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $610,398 | 7,869 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $395,574 | 5,514 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $386,781 | 5,516 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $363,920 | 5,623 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $477,278 | 6,794 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,288,482 | 18,518 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,752,146 | 80,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,994,252 | 58,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,039,985 | 14,584 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,702,520 | 37,271 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $243,184 | 3,546 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $645,417 | 10,415 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $599,230 | 9,903 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,695,476 | 27,276 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,948,006 | 31,711 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $589,100 | 10,865 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,735,719 | 91,335 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,307,107 | 79,555 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||