Lombard Odier Asset Management (Switzerland) SA

Position in SO — Southern Co

CIK 1535660 PETIT-LANCY, V8

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Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,875,567

+$365,506 QoQ

Shares Held

40,153

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 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, 2026

Lombard Odier Asset Management (Switzerland) SA holds $75,216,703 across 17 Utilities - Regulated Electric names. SO ranks #7 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	172,336	$16,006,567
2	EXC	Exelon Corp	309,810	$15,186,886
3	D	Dominion Energy, Inc	105,290	$6,509,027
4	ETR	Entergy Corp /De/	52,332	$5,880,023
5	EMA	Emera Inc	113,000	$5,861,310
6	AEP	American Electric Power Co Inc	29,700	$3,893,076
7	SO	Southern Co This page	40,153	$3,875,567
8	LNT	Alliant Energy Corp	46,200	$3,315,312

All Filings in SO

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,875,567	40,153	-0.2%	Shares	Other	2026-05-15
2025-12-31	$3,510,061	40,253	+296.5%	Shares	Other	2026-02-17
2025-06-30	$932,349	10,153	0.0%	Shares	Other	2025-08-14
2025-03-31	$933,568	10,153	-22.3%	Shares	Other	2025-05-15
2024-12-31	$1,076,251	13,074	-50.3%	Shares	Other	2025-02-14
2024-09-30	$2,373,267	26,317	-55.7%	Shares	Other	2024-11-14
2024-06-30	$4,612,855	59,467	-11.4%	Shares	Other	2024-08-14
2024-03-31	$4,812,677	67,085	—	Shares	Other	2024-05-15
No filing history on record for this holder in this stock.