Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$28,176,890
+$15,611,806 QoQ
Shares Held
291,928
+102.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 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 Mar 31, 2026Susquehanna Portfolio Strategies, LLC holds $218,540,340 across 20 Utilities - Regulated Electric names. SO ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
382,987 | $30,424,487 | |
| 2 | SO |
Southern Co
This page
|
291,928 | $28,176,890 | |
| 3 | EVRG |
Evergy, Inc.
|
292,952 | $23,998,627 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
188,250 | $18,966,187 | |
| 5 | ES |
Eversource Energy
|
250,977 | $17,387,686 | |
| 6 | AEE |
Ameren Corp
|
114,283 | $12,561,987 | |
| 7 | LNT |
Alliant Energy Corp
|
158,567 | $11,378,767 | |
| 8 | ETR |
Entergy Corp /De/
|
93,572 | $10,513,749 |
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,176,890 | 291,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,565,084 | 144,095 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $21,295,375 | 236,143 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,133,293 | 259,550 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $18,620,117 | 259,550 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $28,349,726 | 404,303 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||