Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,375,522
+$2,008,164 QoQ
Shares Held
24,820
+373.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#702
of 2,356 holders
Holding Since
Sep 2023
3 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, 2026Atom Investors LP holds $23,058,903 across 15 Utilities - Regulated Electric names. SO ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
35,657 | $3,944,733 | |
| 2 | TXNM |
Txnm Energy Inc
|
42,034 | $2,386,690 | |
| 3 | SO |
Southern Co
This page
|
24,820 | $2,375,522 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
29,008 | $2,354,289 | |
| 5 | PNW |
Pinnacle West Capital Corp
|
20,759 | $2,221,213 | |
| 6 | LNT |
Alliant Energy Corp
|
25,569 | $1,950,659 | |
| 7 | AEE |
Ameren Corp
|
17,202 | $1,944,514 | |
| 8 | DUK |
Duke Energy CORP
|
9,595 | $1,214,535 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,375,522 | 24,820 | Shares | Sole | 2026-08-14 | |
| 2023-12-31 | $367,358 | 5,239 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $363,014 | 5,609 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||