Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$229,284,321
-$302,078,296 QoQ
Shares Held
2,375,511
-61.0% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Soroban Capital Partners LP holds $1,615,727,199 across 8 Utilities - Regulated Electric names. SO ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
3,854,815 | $388,372,611 | |
| 2 | DTE |
Dte Energy Co
|
2,038,473 | $298,065,522 | |
| 3 | SO |
Southern Co
This page
|
2,375,511 | $229,284,321 | |
| 4 | ETR |
Entergy Corp /De/
|
1,723,304 | $193,630,437 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,131,523 | $148,320,034 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,198,148 | $138,709,593 | |
| 7 | AEE |
Ameren Corp
|
1,248,221 | $137,204,452 | |
| 8 | CMS |
Cms Energy Corp
|
1,058,781 | $82,140,229 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||