Position in SO
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$1,531,868
+$106,236 QoQ
Shares Held
15,871
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Everstar Asset Management, LLC holds $6,764,775 across 6 Utilities - Regulated Electric names. SO ranks #1 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
15,871 | $1,531,868 | |
| 2 | CIG |
Energy Co Of Minas Gerais
|
558,548 | $1,334,929 | |
| 3 | AEP |
American Electric Power Co Inc
|
9,702 | $1,271,738 | |
| 4 | FE |
Firstenergy Corp
|
23,922 | $1,211,888 | |
| 5 | LNT |
Alliant Energy Corp
|
16,259 | $1,166,745 | |
| 6 | DUK |
Duke Energy CORP
|
1,891 | $247,607 |
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,531,868 | 15,871 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,425,632 | 16,349 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,395,772 | 14,728 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $979,550 | 10,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $992,692 | 10,796 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $871,274 | 10,584 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||