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Equibles

Aventail Capital Group, LP

Position in SO — Southern Co

CIK 1803822 NEW YORK, NY
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$19,800,484
-$11,010,340 QoQ
Shares Held
206,880
-35.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#220
of 2,372 holders
Holding Since
Sep 2023
10 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, 2026

Aventail Capital Group, LP holds $366,500,309 across 21 Utilities - Regulated Electric names. SO ranks #7 (5.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AEE
Ameren Corp
 390,136 $44,100,973
2 LNT
Alliant Energy Corp
 524,461 $40,011,129
3 ETR
Entergy Corp /De/
 337,203 $38,731,136
4 DUK
Duke Energy CORP
 206,487 $26,137,124
5 ED
Consolidated Edison Inc
 212,868 $23,549,586
6 CNP
Centerpoint Energy Inc
 533,103 $23,477,856
7 SO
Southern Co
This page 		206,880 $19,800,484
8 XEL
Xcel Energy Inc
 236,603 $18,999,220

All Filings in SO

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $19,800,484 206,880
2026-03-31 $30,810,824 319,217
2025-12-31 $50,896,285 583,673
2025-09-30 $65,274,259 688,765
2025-06-30 $63,249,289 688,765
2025-03-31 $10,821,779 117,692
2024-12-31 $9,688,405 117,692
2024-09-30 $4,509,000 50,000
2024-06-30 $4,987,130 64,292
2023-09-30 $11,766,031 181,799