Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$161,585,948
-$67,698,373 QoQ
Shares Held
1,688,287
-28.9% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#61
of 2,360 holders
Holding Since
Jun 2024
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, 2026Soroban Capital Partners LP holds $1,613,582,900 across 8 Utilities - Regulated Electric names. SO ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
3,874,977 | $414,622,539 | |
| 2 | DTE |
Dte Energy Co
|
1,922,873 | $292,988,159 | |
| 3 | ETR |
Entergy Corp /De/
|
2,324,097 | $266,945,781 | |
| 4 | SO |
Southern Co
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|
1,688,287 | $161,585,948 | |
| 5 | AEE |
Ameren Corp
|
1,248,221 | $141,098,901 | |
| 6 | AEP |
American Electric Power Co Inc
|
969,250 | $132,603,092 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,051,141 | $122,741,734 | |
| 8 | CMS |
Cms Energy Corp
|
1,058,781 | $80,996,746 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,585,948 | 1,688,287 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $229,284,321 | 2,375,511 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $531,362,617 | 6,093,608 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,779,512 | 4,250,074 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $376,266,262 | 4,097,422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $205,003,444 | 2,229,510 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $49,852,610 | 642,679 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||