Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,549,254
+$2,732,690 QoQ
Shares Held
246,048
+14.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#199
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Woodline Partners LP holds $292,137,702 across 24 Utilities - Regulated Electric names. SO ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
857,575 | $75,269,357 | |
| 2 | SO |
Southern Co
This page
|
246,048 | $23,549,254 | |
| 3 | DUK |
Duke Energy CORP
|
170,078 | $21,528,473 | |
| 4 | AEP |
American Electric Power Co Inc
|
118,727 | $16,243,040 | |
| 5 | TXNM |
Txnm Energy Inc
|
280,760 | $15,941,552 | |
| 6 | D |
Dominion Energy, Inc
|
191,924 | $13,106,489 | |
| 7 | ETR |
Entergy Corp /De/
|
99,935 | $11,478,534 | |
| 8 | XEL |
Xcel Energy Inc
|
136,248 | $10,940,714 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,549,254 | 246,048 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,816,564 | 215,671 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,380,432 | 187,849 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,778,041 | 145,384 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,917,025 | 118,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,511,719 | 92,569 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,416,656 | 65,800 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||