Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,647,052
+$5,608,684 QoQ
Shares Held
163,484
+57.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#256
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$360,720
PutShares
4,000
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, 2026Lido Advisors, LLC holds $125,158,864 across 29 Utilities - Regulated Electric names. SO ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
330,323 | $28,992,448 | |
| 2 | SO |
Southern Co
This page
|
163,484 | $15,647,052 | |
| 3 | DUK |
Duke Energy CORP
|
95,906 | $12,139,779 | |
| 4 | AEP |
American Electric Power Co Inc
|
74,857 | $10,241,183 | |
| 5 | D |
Dominion Energy, Inc
|
102,192 | $6,978,690 | |
| 6 | DTE |
Dte Energy Co
|
44,847 | $6,833,336 | |
| 7 | ED |
Consolidated Edison Inc
|
56,499 | $6,250,484 | |
| 8 | FE |
Firstenergy Corp
|
97,434 | $4,632,012 |
All Filings in SO
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,647,052 | 163,484 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $10,038,368 | 104,003 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $8,397,272 | 96,299 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $9,012,341 | 95,097 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,676,528 | 83,595 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $7,810,415 | 84,942 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,432,400 | 78,139 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,953,689 | 77,109 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $360,720 | 4,000 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $6,049,218 | 77,984 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $310,280 | 4,000 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $6,407,098 | 89,310 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $286,960 | 4,000 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $4,895,426 | 69,815 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $280,480 | 4,000 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $4,671,813 | 72,185 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $258,880 | 4,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $281,000 | 4,000 | Put | Sole | 2023-08-09 | |
| 2023-06-30 | $5,942,869 | 84,596 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $90,454 | 1,300 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $5,061,666 | 72,746 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $92,833 | 1,300 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $5,050,900 | 70,731 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,635,160 | 82,870 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,810,021 | 53,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,279,482 | 45,228 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,999,757 | 43,741 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,674,749 | 43,162 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $1,659,184 | 27,420 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,621,940 | 26,093 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,576,785 | 25,668 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,394,158 | 25,713 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,268,251 | 24,460 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,391,452 | 25,701 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||