GOLDMAN SACHS GROUP INC

Position in SO — Southern Co

CIK 886982 NEW YORK, NY

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$563,862,405

+$126,673,870 QoQ

Shares Held

5,841,923

+16.5% QoQ

Ownership

0.518%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.23502791803315.ToString("F0")% Shared 0.ToString("F0")% None 4.764972081966846.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Mar 31, 2026

CallValue

$30,886,400

CallShares

320,000

PutValue

PutShares

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, 2026

GOLDMAN SACHS GROUP INC holds $11,166,156,144 across 42 Utilities - Regulated Electric names. SO ranks #4 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	22,780,372	$2,115,840,949
2	DUK	Duke Energy CORP	5,361,692	$702,059,948
3	AEP	American Electric Power Co Inc	5,151,392	$675,244,462
4	SO	Southern Co This page	5,841,923	$563,862,405
5	XEL	Xcel Energy Inc	7,011,639	$557,004,600
6	ETR	Entergy Corp /De/	4,665,268	$524,189,510
7	D	Dominion Energy, Inc	7,866,897	$486,331,570
8	EIX	Edison International	6,547,319	$479,132,802

All Filings in SO

Export CSV

32 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,886,400	320,000	-94.5%	Call	Defined	2026-05-15
2026-03-31	$563,862,405	5,841,923	+16.5%	Shares	Defined	2026-05-15
2025-12-31	$437,188,535	5,013,630	-15.2%	Shares	Defined	2026-03-25
2025-09-30	$560,580,657	5,915,170	-18.3%	Shares	Defined	2025-11-14
2025-06-30	$664,706,494	7,238,446	-1.4%	Shares	Defined	2025-08-14
2025-03-31	$675,170,182	7,342,797	-12.9%	Shares	Defined	2025-06-27
2024-12-31	$693,771,637	8,427,741	+8319.3%	Shares	Defined	2025-02-11
2024-12-31	$8,240,232	100,100	-98.7%	Put	Defined	2025-02-11
2024-09-30	$682,129,453	7,564,088	+19.3%	Shares	Defined	2024-11-14
2024-06-30	$491,857,405	6,340,820	+14.8%	Shares	Defined	2024-08-13
2024-03-31	$396,197,132	5,522,681	+3.4%	Shares	Defined	2024-05-15
2023-12-31	$374,608,665	5,342,394	+5.3%	Shares	Defined	2024-05-14
2023-09-30	$328,398,791	5,074,147	+16.1%	Shares	Defined	2024-05-15
2023-06-30	$307,142,062	4,372,129	+7.0%	Shares	Defined	2024-05-14
2023-03-31	$284,214,259	4,084,712	+7.7%	Shares	Defined	2024-05-14
2022-12-31	$270,792,787	3,792,085	-11.6%	Shares	Defined	2024-05-14
2022-09-30	$291,773,108	4,290,781	+6.5%	Shares	Defined	2024-05-14
2022-06-30	$287,415,096	4,030,502	+0.7%	Shares	Defined	2024-05-14
2022-03-31	$290,114,321	4,001,025	+0.6%	Shares	Defined	2022-05-16
2021-12-31	$272,815,764	3,978,066	+4.6%	Shares	Defined	2022-02-17
2021-09-30	$235,774,406	3,804,654	-7.0%	Shares	Defined	2022-01-20
2021-06-30	$247,539,812	4,090,891	+2.5%	Shares	Defined	2021-08-13
2021-03-31	$248,204,069	3,992,987	+12822.3%	Shares	Defined	2021-05-17
2021-03-31	$1,920,744	30,900	+72.6%	Put	Defined	2021-05-17
2021-03-31	$1,112,664	17,900	-99.5%	Call	Defined	2021-05-17
2020-12-31	$231,479,725	3,768,187	+73786.0%	Shares	Defined	2021-02-12
2020-12-31	$313,293	5,100	-99.9%	Call	Defined	2021-02-12
2020-09-30	$189,193,150	3,489,361	-26.6%	Shares	Defined	2020-11-13
2020-06-30	$246,512,371	4,754,337	-21.2%	Shares	Defined	2020-08-12
2020-03-31	$326,711,239	6,034,563	+29774.1%	Shares	Defined	2020-05-15
2020-03-31	$1,093,628	20,200	-13.3%	Put	Defined	2020-05-15
2020-03-31	$1,261,462	23,300	—	Call	Defined	2020-05-15
No filing history on record for this holder in this stock.