Position in SO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$252,288,800
+$83,327,988 QoQ
Shares Held
2,613,850
+34.9% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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)
Derivatives in SO
reported options exposure · as of Mar 31, 2022CallValue
$7,251,000
CallShares
100,000
PutValue
$6,525,900
PutShares
90,000
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, 2026CITIGROUP INC holds $2,214,504,347 across 40 Utilities - Regulated Electric names. SO ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
2,958,570 | $387,809,355 | |
| 2 | NEE |
Nextera Energy Inc
|
3,769,590 | $350,119,517 | |
| 3 | SO |
Southern Co
This page
|
2,613,850 | $252,288,800 | |
| 4 | EXC |
Exelon Corp
|
2,933,255 | $143,788,159 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,184,357 | $137,113,009 | |
| 6 | DUK |
Duke Energy CORP
|
933,761 | $122,266,664 | |
| 7 | XEL |
Xcel Energy Inc
|
856,342 | $68,027,807 | |
| 8 | D |
Dominion Energy, Inc
|
1,054,145 | $65,167,243 |
All Filings in SO
Export CSV
43 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $252,288,800 | 2,613,850 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $168,960,812 | 1,937,624 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $99,671,407 | 1,051,719 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $99,591,745 | 1,084,523 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $103,566,408 | 1,126,334 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $122,835,516 | 1,492,171 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $89,270,262 | 989,912 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $81,095,244 | 1,045,446 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $42,867,948 | 597,546 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $41,866,615 | 597,071 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $65,164,172 | 1,006,863 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $49,053,043 | 698,264 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $71,674,703 | 1,030,105 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $69,414,088 | 972,050 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $57,477,340 | 845,255 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $60,492,199 | 848,299 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $7,251,000 | 100,000 | Call | Defined | 2022-05-12 | |
| 2022-03-31 | $6,525,900 | 90,000 | Put | Defined | 2022-05-12 | |
| 2022-03-31 | $48,484,753 | 668,663 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $64,355,539 | 938,401 | Shares | Defined | 2022-02-10 | |
| 2021-12-31 | $22,631,400 | 330,000 | Put | Defined | 2022-02-10 | |
| 2021-12-31 | $8,915,400 | 130,000 | Call | Defined | 2022-02-10 | |
| 2021-09-30 | $2,478,800 | 40,000 | Call | Defined | 2021-11-10 | |
| 2021-09-30 | $14,872,800 | 240,000 | Put | Defined | 2021-11-10 | |
| 2021-09-30 | $92,898,543 | 1,499,089 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $2,420,400 | 40,000 | Call | Defined | 2021-08-10 | |
| 2021-06-30 | $14,522,400 | 240,000 | Put | Defined | 2021-08-10 | |
| 2021-06-30 | $83,417,147 | 1,378,568 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $14,918,400 | 240,000 | Put | Defined | 2021-05-13 | |
| 2021-03-31 | $2,486,400 | 40,000 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $63,219,950 | 1,017,052 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $55,856,946 | 909,278 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $8,944,208 | 145,600 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $6,450,150 | 105,000 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $46,648,500 | 860,356 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $7,514,892 | 138,600 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $18,434,800 | 340,000 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $6,382,735 | 123,100 | Put | Defined | 2020-08-12 | |
| 2020-06-30 | $42,725,123 | 824,014 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $12,096,605 | 233,300 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $16,767,158 | 309,700 | Call | Defined | 2020-05-12 | |
| 2020-03-31 | $9,777,684 | 180,600 | Put | Defined | 2020-05-12 | |
| 2020-03-31 | $33,462,470 | 618,073 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||