Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$246,261
-$2,084 QoQ
Shares Held
2,573
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.13%
of 13F equity value
Holder Rank
#1,887
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Longboard Asset Management, LP holds $2,083,458 across 9 Utilities - Regulated Electric names. SO ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
3,522 | $268,693 | |
| 2 | SO |
Southern Co
This page
|
2,573 | $246,261 | |
| 3 | CNP |
Centerpoint Energy Inc
|
5,516 | $242,924 | |
| 4 | AEE |
Ameren Corp
|
2,147 | $242,696 | |
| 5 | XEL |
Xcel Energy Inc
|
2,872 | $230,621 | |
| 6 | CMS |
Cms Energy Corp
|
2,982 | $228,123 | |
| 7 | D |
Dominion Energy, Inc
|
3,196 | $218,254 | |
| 8 | EXC |
Exelon Corp
|
4,366 | $203,542 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,261 | 2,573 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $248,345 | 2,573 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $224,365 | 2,573 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $243,843 | 2,573 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $236,278 | 2,573 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $236,587 | 2,573 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $211,809 | 2,573 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||