Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$487,642
-$474,276 QoQ
Shares Held
5,095
-48.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,423
of 2,360 holders
Holding Since
Mar 2025
5 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, 2026AXQ CAPITAL, LP holds $26,719,645 across 20 Utilities - Regulated Electric names. SO ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
59,213 | $5,197,125 | |
| 2 | XEL |
Xcel Energy Inc
|
40,329 | $3,238,418 | |
| 3 | PPL |
PPL Corp
|
75,298 | $2,737,082 | |
| 4 | PCG |
PG&E Corp
|
157,570 | $2,650,327 | |
| 5 | CNP |
Centerpoint Energy Inc
|
49,629 | $2,185,661 | |
| 6 | FE |
Firstenergy Corp
|
41,580 | $1,976,713 | |
| 7 | EXC |
Exelon Corp
|
28,841 | $1,344,567 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
14,241 | $1,155,799 |
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,642 | 5,095 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $961,918 | 9,966 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,251,668 | 14,354 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,324,315 | 13,974 | Shares | Sole | 2025-11-10 | |
| 2025-03-31 | $845,204 | 9,192 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||