Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,563,570
+$2,495,287 QoQ
Shares Held
37,233
+236.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#555
of 2,356 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Mar 31, 2026CallValue
$17,122,648
CallShares
177,400
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, 2026Jefferies Financial Group Inc. holds $157,577,235 across 16 Utilities - Regulated Electric names. SO ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
1,940,581 | $70,628,764 | |
| 2 | XEL |
Xcel Energy Inc
|
393,348 | $31,585,844 | |
| 3 | ES |
Eversource Energy
|
334,254 | $24,156,536 | |
| 4 | NEE |
Nextera Energy Inc
|
55,545 | $4,875,184 | |
| 5 | EXC |
Exelon Corp
|
88,954 | $4,147,035 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
30,920 | $3,610,528 | |
| 7 | SO |
Southern Co
This page
|
37,233 | $3,563,570 | |
| 8 | DUK |
Duke Energy CORP
|
24,007 | $3,038,806 |
All Filings in SO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,563,570 | 37,233 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,068,283 | 11,068 | Shares | Defined | 2026-05-08 | |
| 2026-03-31 | $17,122,648 | 177,400 | Call | Defined | 2026-05-08 | |
| 2025-12-31 | $6,463,525 | 74,123 | Shares | Defined | 2026-02-09 | |
| 2025-12-31 | $11,545,280 | 132,400 | Call | Defined | 2026-02-09 | |
| 2025-06-30 | $1,190,392 | 12,963 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $28,798,280 | 313,195 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $867,982 | 10,544 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $631,260 | 7,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $306,612 | 3,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $5,230,440 | 58,000 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $663,511 | 9,445 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $267,326 | 3,842 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $295,351 | 4,136 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||