Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,969,189
-$470,248 QoQ
Shares Held
41,471
-9.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#531
of 2,360 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Waterloo Capital, L.P. holds $12,354,822 across 12 Utilities - Regulated Electric names. SO ranks #1 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
41,471 | $3,969,189 | |
| 2 | FE |
Firstenergy Corp
|
58,982 | $2,804,004 | |
| 3 | NEE |
Nextera Energy Inc
|
31,553 | $2,769,406 | |
| 4 | EIX |
Edison International
|
7,313 | $544,452 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,610 | $493,884 | |
| 6 | XEL |
Xcel Energy Inc
|
5,063 | $406,558 | |
| 7 | DUK |
Duke Energy CORP
|
2,120 | $268,349 | |
| 8 | DTE |
Dte Energy Co
|
1,528 | $232,821 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,969,189 | 41,471 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,439,437 | 45,995 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,816,046 | 43,762 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,105,436 | 43,320 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,807,271 | 41,460 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,457,320 | 37,600 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,752,369 | 33,435 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,054,757 | 33,874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,146,594 | 27,673 | Shares | Sole | 2024-08-12 | |
| 2023-03-31 | $213,262 | 3,065 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||