Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,385,411
+$234,382 QoQ
Shares Held
97,238
-7.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
10 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Trexquant Investment LP holds $162,296,373 across 18 Utilities - Regulated Electric names. SO ranks #8 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
415,500 | $33,634,725 | |
| 2 | PPL |
PPL Corp
|
543,824 | $20,774,076 | |
| 3 | EXC |
Exelon Corp
|
408,966 | $20,047,513 | |
| 4 | ED |
Consolidated Edison Inc
|
141,091 | $15,968,679 | |
| 5 | AEE |
Ameren Corp
|
140,732 | $15,469,261 | |
| 6 | OGE |
Oge Energy Corp.
|
238,767 | $11,451,265 | |
| 7 | CMS |
Cms Energy Corp
|
133,399 | $10,349,094 | |
| 8 | SO |
Southern Co
This page
|
97,238 | $9,385,411 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,385,411 | 97,238 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,151,029 | 104,943 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $27,513,738 | 299,225 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $9,726,814 | 107,860 | Shares | Sole | 2024-11-12 | |
| 2022-09-30 | $8,063,848 | 118,586 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $743,050 | 10,420 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,383,548 | 32,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $508,383 | 7,413 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $524,638 | 8,466 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $1,535,165 | 24,697 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||