Lombard Odier Asset Management (Switzerland) SA
Position in SO — Southern Co
CIK 1535660
PETIT-LANCY, V8
Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,292,880
+$417,313 QoQ
Shares Held
44,853
+11.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#508
of 2,360 holders
Holding Since
Mar 2024
9 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, 2026Lombard Odier Asset Management (Switzerland) SA holds $74,408,779 across 18 Utilities - Regulated Electric names. SO ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
177,276 | $15,559,514 | |
| 2 | EXC |
Exelon Corp
|
318,210 | $14,834,950 | |
| 3 | D |
Dominion Energy, Inc
|
104,790 | $7,156,109 | |
| 4 | EMA |
Emera Inc
|
116,700 | $6,187,434 | |
| 5 | ETR |
Entergy Corp /De/
|
42,032 | $4,827,795 | |
| 6 | SO |
Southern Co
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|
44,853 | $4,292,880 | |
| 7 | AEP |
American Electric Power Co Inc
|
26,300 | $3,598,103 | |
| 8 | ED |
Consolidated Edison Inc
|
25,125 | $2,779,578 |
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,292,880 | 44,853 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,875,567 | 40,153 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,510,061 | 40,253 | Shares | Other | 2026-02-17 | |
| 2025-06-30 | $932,349 | 10,153 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $933,568 | 10,153 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,076,251 | 13,074 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,373,267 | 26,317 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,612,855 | 59,467 | 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. | ||||||