Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,458,445
+$9,182,955 QoQ
Shares Held
98,824
+3194.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#332
of 2,356 holders
Holding Since
Jun 2023
3 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, 2026Lighthouse Investment Partners, LLC holds $175,951,608 across 14 Utilities - Regulated Electric names. SO ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
259,576 | $29,342,471 | |
| 2 | FTS |
Fortis Inc.
|
427,465 | $24,463,821 | |
| 3 | DTE |
Dte Energy Co
|
123,973 | $18,889,766 | |
| 4 | AEP |
American Electric Power Co Inc
|
137,207 | $18,771,289 | |
| 5 | EVRG |
Evergy, Inc.
|
211,312 | $18,263,696 | |
| 6 | PPL |
PPL Corp
|
477,038 | $17,340,331 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
95,886 | $10,259,802 | |
| 8 | SO |
Southern Co
This page
|
98,824 | $9,458,445 |
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,458,445 | 98,824 | Shares | Defined | 2026-08-14 | |
| 2025-06-30 | $275,490 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2023-06-30 | $3,909,623 | 55,653 | Shares | Defined | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||