Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$440,564,669
+$57,663,889 QoQ
Shares Held
4,564,491
+3.9% QoQ
Ownership
0.405%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.96845212313926.ToString("F0")%
Shared 0.ToString("F0")%
None 0.03154787686074965.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$436,000
PutShares
5,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BARCLAYS PLC holds $5,338,962,895 across 38 Utilities - Regulated Electric names. SO ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,367,590 | $1,358,983,696 | |
| 2 | PPL |
PPL Corp
|
13,385,498 | $511,326,022 | |
| 3 | SO |
Southern Co
This page
|
4,564,491 | $440,564,669 | |
| 4 | NEE |
Nextera Energy Inc
|
3,958,258 | $367,643,001 | |
| 5 | DUK |
Duke Energy CORP
|
2,635,465 | $345,087,785 | |
| 6 | DTE |
Dte Energy Co
|
1,814,684 | $265,343,093 | |
| 7 | CMS |
Cms Energy Corp
|
2,995,363 | $232,380,261 | |
| 8 | EXC |
Exelon Corp
|
3,673,767 | $180,088,056 |
All Filings in SO
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $440,564,669 | 4,564,491 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $382,900,780 | 4,391,064 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $436,000 | 5,000 | Put | Sole | 2026-02-13 | |
| 2025-09-30 | $473,850 | 5,000 | Put | Sole | 2026-03-31 | |
| 2025-09-30 | $329,504,200 | 3,476,883 | Shares | Sole | 2026-03-31 | |
| 2025-09-30 | $18,954 | 200 | Call | Sole | 2026-03-31 | |
| 2025-06-30 | $253,892,775 | 2,764,813 | Shares | Sole | 2026-02-27 | |
| 2025-06-30 | $459,150 | 5,000 | Put | Sole | 2026-02-27 | |
| 2025-03-31 | $459,750 | 5,000 | Put | Sole | 2026-03-17 | |
| 2025-03-31 | $224,648,745 | 2,443,162 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $411,600 | 5,000 | Put | Sole | 2026-03-19 | |
| 2024-12-31 | $148,162,662 | 1,799,838 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $208,021,721 | 2,306,739 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $205,200,728 | 2,645,362 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $201,477,483 | 2,808,440 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $242,863,913 | 3,463,547 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $137,018,839 | 2,117,102 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $155,991,669 | 2,220,522 | Shares | Sole | 2023-09-20 | |
| 2023-03-31 | $95,046,278 | 1,366,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $92,457,096 | 1,294,736 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $78,872,860 | 1,159,895 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $75,172,147 | 1,054,160 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $90,594,499 | 1,249,407 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $3,451,476 | 47,600 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $6,685,422 | 92,200 | Call | Sole | 2022-05-16 | |
| 2021-12-31 | $138,452,526 | 2,018,847 | Shares | Defined | 2022-02-23 | |
| 2021-12-31 | $75,438 | 1,100 | Put | Sole | 2022-02-23 | |
| 2021-09-30 | $135,911,610 | 2,193,184 | Shares | Defined | 2021-11-09 | |
| 2021-09-30 | $68,167 | 1,100 | Put | Sole | 2021-11-09 | |
| 2021-06-30 | $135,719,933 | 2,242,934 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $66,561 | 1,100 | Put | Sole | 2021-08-13 | |
| 2021-03-31 | $68,376 | 1,100 | Put | Sole | 2021-05-13 | |
| 2021-03-31 | $88,871,456 | 1,429,721 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $368,580 | 6,000 | Put | Sole | 2021-02-11 | |
| 2020-12-31 | $374,723 | 6,100 | Call | Sole | 2021-02-11 | |
| 2020-12-31 | $71,259,842 | 1,160,017 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $325,320 | 6,000 | Put | Sole | 2020-11-12 | |
| 2020-09-30 | $482,558 | 8,900 | Call | Sole | 2020-11-12 | |
| 2020-09-30 | $57,720,821 | 1,064,567 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,067,064 | 792,036 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $554,795 | 10,700 | Put | Sole | 2020-08-12 | |
| 2020-06-30 | $1,099,220 | 21,200 | Call | Sole | 2020-08-12 | |
| 2020-03-31 | $43,793,248 | 808,889 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $4,401,582 | 81,300 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $5,078,332 | 93,800 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||