Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,079,433
+$6,351,899 QoQ
Shares Held
94,864
+219.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#339
of 2,354 holders
Holding Since
Jun 2025
2 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, 2026Ilex Capital Partners (UK) LLP holds $69,854,717 across 10 Utilities - Regulated Electric names. SO ranks #1 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
94,864 | $9,079,433 | |
| 2 | DUK |
Duke Energy CORP
|
70,612 | $8,938,066 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
75,626 | $8,830,848 | |
| 4 | CNP |
Centerpoint Energy Inc
|
199,263 | $8,775,542 | |
| 5 | ED |
Consolidated Edison Inc
|
77,727 | $8,598,938 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
74,669 | $7,989,583 | |
| 7 | IDA |
Idacorp Inc
|
50,086 | $7,578,011 | |
| 8 | FE |
Firstenergy Corp
|
148,917 | $7,079,514 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,079,433 | 94,864 | Shares | Sole | 2026-08-14 | |
| 2025-06-30 | $2,727,534 | 29,702 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||