Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,965,169
-$2,028,240 QoQ
Shares Held
41,429
-33.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#532
of 2,356 holders
Holding Since
Mar 2020
14 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, 2026Sciencast Management LP holds $38,827,404 across 13 Utilities - Regulated Electric names. SO ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDA |
Idacorp Inc
|
28,970 | $4,383,161 | |
| 2 | DUK |
Duke Energy CORP
|
34,036 | $4,308,276 | |
| 3 | FE |
Firstenergy Corp
|
85,053 | $4,043,419 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
34,091 | $3,980,806 | |
| 5 | SO |
Southern Co
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|
41,429 | $3,965,169 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
48,848 | $3,964,503 | |
| 7 | LNT |
Alliant Energy Corp
|
51,287 | $3,912,685 | |
| 8 | EXC |
Exelon Corp
|
83,763 | $3,905,031 |
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,965,169 | 41,429 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,993,409 | 62,095 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,967,706 | 68,437 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,357,524 | 45,980 | Shares | Sole | 2025-11-12 | |
| 2023-06-30 | $417,706 | 5,946 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $784,792 | 11,279 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $3,438,211 | 48,215 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $4,815,413 | 70,216 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $752,563 | 12,144 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $842,420 | 13,922 | Shares | Sole | 2021-07-28 | |
| 2020-12-31 | $2,297,236 | 37,396 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,117,636 | 20,613 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $951,447 | 18,350 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,191,404 | 22,006 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||