Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,316,101
+$8,165,153 QoQ
Shares Held
107,785
+383.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#319
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sagefield Capital LP holds $108,997,523 across 10 Utilities - Regulated Electric names. SO ranks #7 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
133,778 | $15,122,264 | |
| 2 | PPL |
PPL Corp
|
412,863 | $15,007,569 | |
| 3 | EVRG |
Evergy, Inc.
|
159,232 | $13,762,421 | |
| 4 | LNT |
Alliant Energy Corp
|
165,353 | $12,614,780 | |
| 5 | AEP |
American Electric Power Co Inc
|
84,085 | $11,503,668 | |
| 6 | ETR |
Entergy Corp /De/
|
92,461 | $10,620,070 | |
| 7 | SO |
Southern Co
This page
|
107,785 | $10,316,101 | |
| 8 | PCG |
PG&E Corp
|
608,607 | $10,236,768 |
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,316,101 | 107,785 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,150,948 | 22,285 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,989,641 | 22,817 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $10,424,415 | 109,997 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,361,333 | 101,942 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $14,025,132 | 152,530 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $10,933,741 | 132,820 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $10,577,482 | 117,293 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $6,920,096 | 89,211 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,998,516 | 41,797 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $904,828 | 12,904 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||