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Equibles

GOLDMAN SACHS GROUP INC

Position in SO — Southern Co

CIK 886982 NEW YORK, NY
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$1,396,644,767
+$831,796,870 QoQ
Shares Held
14,601,681
+149.1% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#11
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 98% Shared 0% None 2%

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
$0
PutShares
0

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 Jun 30, 2026

GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. SO ranks #3 (10.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,923,451 $2,099,761,291
2 AEP
American Electric Power Co Inc
 10,965,480 $1,500,187,316
3 SO
Southern Co
This page 		14,601,681 $1,396,644,767
4 XEL
Xcel Energy Inc
 10,997,965 $883,136,586
5 DUK
Duke Energy CORP
 5,613,909 $710,608,600
6 ETR
Entergy Corp /De/
 4,534,602 $520,844,383
7 EIX
Edison International
 6,762,077 $503,436,630
8 D
Dominion Energy, Inc
 7,022,714 $479,581,136

All Filings in SO

Export CSV
38 filing rows on record
Report Date Value (USD) Shares
2026-06-30 SOMN $954,460 19,189
2026-06-30 $1,395,690,307 14,582,492
2026-03-31 SOMN $985,492 19,173
2026-03-31 $30,886,400 320,000
2026-03-31 $563,862,405 5,841,923
2025-12-31 $437,188,535 5,013,630
2025-09-30 $560,580,657 5,915,170
2025-06-30 $664,706,494 7,238,446
2025-03-31 $675,170,182 7,342,797
2024-12-31 $693,771,637 8,427,741
2024-12-31 $8,240,232 100,100
2024-09-30 $682,129,453 7,564,088
2024-06-30 $491,857,405 6,340,820
2024-03-31 $396,197,132 5,522,681
2023-12-31 $374,608,665 5,342,394
2023-09-30 $328,398,791 5,074,147
2023-06-30 $307,142,062 4,372,129
2023-03-31 $284,214,259 4,084,712
2022-12-31 $270,792,787 3,792,085
2022-09-30 $291,773,108 4,290,781
2022-06-30 $287,415,096 4,030,502
2022-03-31 $290,114,321 4,001,025
2021-12-31 $272,815,764 3,978,066
2021-09-30 $235,774,406 3,804,654
2021-06-30 $247,539,812 4,090,891
2021-03-31 $248,204,069 3,992,987
2021-03-31 $1,920,744 30,900
2021-03-31 $1,112,664 17,900
2020-12-31 $231,479,725 3,768,187
2020-12-31 $313,293 5,100
2020-09-30 SOLN — 20,000
2020-09-30 $189,193,150 3,489,361
2020-06-30 SOLN — 20,000
2020-06-30 $246,512,371 4,754,337
2020-03-31 SOLN — 110,300
2020-03-31 $326,711,239 6,034,563
2020-03-31 $1,093,628 20,200
2020-03-31 $1,261,462 23,300

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