Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$211,519
-$1,037,835 QoQ
Shares Held
2,210
-82.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,001
of 2,360 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Jun 30, 2026CallValue
$9,571
CallShares
100
PutValue
$545,547
PutShares
5,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Capula Management Ltd holds $30,533,103 across 10 Utilities - Regulated Electric names. SO ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
307,584 | $17,464,619 | |
| 2 | PPL |
PPL Corp
|
22,500,000 | $11,002,925 | |
| 3 | NEE |
Nextera Energy Inc
|
7,414 | $650,726 | |
| 4 | EXC |
Exelon Corp
|
11,208 | $522,516 | |
| 5 | EVRG |
Evergy, Inc.
|
2,959 | $255,746 | |
| 6 | SO |
Southern Co
This page
|
2,210 | $211,519 | |
| 7 | DUK |
Duke Energy CORP
|
1,604 | $203,034 | |
| 8 | AEP |
American Electric Power Co Inc
|
749 | $102,470 |
All Filings in SO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,519 | 2,210 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $545,547 | 5,700 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $9,571 | 100 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $3,233,420 | 33,500 | Put | Defined | 2026-05-14 | |
| 2026-03-31 | $1,249,354 | 12,944 | Shares | Defined | 2026-05-14 | |
| 2026-03-31 | $212,344 | 2,200 | Call | Defined | 2026-05-14 | |
| 2025-12-31 SOMN | $11,179,416 | 221,990 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $244,160 | 2,800 | Call | Defined | 2026-02-13 | |
| 2025-12-31 | $235,440 | 2,700 | Put | Defined | 2026-02-13 | |
| 2025-12-31 | $139,607 | 1,601 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $255,879 | 2,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $180,063 | 1,900 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $192,843 | 2,100 | Put | Defined | 2025-08-13 | |
| 2025-06-30 | $119,379 | 1,300 | Call | Defined | 2025-08-13 | |
| 2025-06-30 | $67,035 | 730 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $114,109 | 1,241 | Shares | Defined | 2025-05-14 | |
| 2025-03-31 | $193,095 | 2,100 | Put | Defined | 2025-05-14 | |
| 2024-12-31 | $500,011 | 6,074 | Shares | Defined | 2025-02-13 | |
| 2023-03-31 | $3,479,000 | 50,000 | Call | Defined | 2023-05-10 | |
| 2023-03-31 | $72,015 | 1,035 | Shares | Defined | 2023-05-10 | |
| 2022-09-30 | $451,520 | 6,640 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $7,480,000 | 110,000 | Call | Defined | 2022-11-14 | |
| 2021-06-30 | $262,129 | 4,332 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||