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Equibles

UBS Group AG

Position in SO — Southern Co

CIK 1610520 ZURICH, V8
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$355,071,806
-$39,416,378 QoQ
Shares Held
3,716,946
-9.3% QoQ
Ownership
0.330%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#31
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 72% Shared 0% None 28%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Jun 30, 2026
CallValue
$2,766,019
CallShares
28,900
PutValue
$2,727,735
PutShares
28,500

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, 2026

UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. SO ranks #5 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,325,362 $2,047,267,017
2 ETR
Entergy Corp /De/
 4,088,723 $469,630,720
3 DUK
Duke Energy CORP
 2,939,189 $372,042,541
4 ED
Consolidated Edison Inc
 3,251,331 $359,694,746
5 SO
Southern Co
This page 		3,716,946 $355,071,806
6 AEP
American Electric Power Co Inc
 2,482,093 $339,575,140
7 EIX
Edison International
 4,325,522 $322,035,111
8 EXC
Exelon Corp
 6,426,477 $299,602,355

All Filings in SO

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 SOMN $732,620 14,729
2026-06-30 $354,339,186 3,702,217
2026-06-30 $2,727,735 28,500
2026-06-30 $2,766,019 28,900
2026-03-31 SOMN $1,038,690 20,208
2026-03-31 $14,989,556 155,300
2026-03-31 $8,918,448 92,400
2026-03-31 $393,449,494 4,076,352
2025-12-31 SOMN $4,916,747 97,632
2025-12-31 $394,243,406 4,521,140
2025-12-31 $7,909,040 90,700
2025-12-31 $8,127,040 93,200
2025-09-30 $8,832,564 93,200
2025-09-30 $473,754,373 4,998,991
2025-09-30 $31,823,766 335,800
2025-06-30 $8,558,556 93,200
2025-06-30 $8,328,981 90,700
2025-06-30 $383,101,903 4,171,860
2025-03-31 $18,950,895 206,100
2025-03-31 $440,478,655 4,790,415
2025-03-31 $17,396,940 189,200
2024-12-31 $13,138,272 159,600
2024-12-31 $441,654,700 5,365,096
2024-12-31 $19,814,424 240,700
2024-09-30 $428,493,423 4,751,535
2024-09-30 $10,109,178 112,100
2024-09-30 $13,914,774 154,300
2024-06-30 $3,102,800 40,000
2024-06-30 $17,018,858 219,400
2024-06-30 $299,613,422 3,862,491
2024-03-31 $210,578,706 2,935,304
2024-03-31 $2,869,600 40,000
2024-03-31 $2,869,600 40,000
2023-12-31 $1,809,096 25,800
2023-12-31 $163,079,413 2,325,719
2023-09-30 $1,689,192 26,100
2023-09-30 $141,298,126 2,183,222
2023-06-30 $155,911,725 2,219,384
2023-06-30 $1,833,525 26,100
2023-03-31 $114,836,428 1,650,423
2023-03-31 $1,816,038 26,100
2022-12-31 $111,239,354 1,557,756
2022-12-31 $14,339,128 200,800
2022-09-30 $11,879,600 174,700
2022-09-30 $69,327,224 1,019,518
2022-06-30 $67,952,580 952,918
2022-06-30 $15,852,213 222,300
2022-03-31 $35,725,677 492,700
2022-03-31 $72,148,825 995,019
2022-03-31 $3,494,982 48,200

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