AGF MANAGEMENT LTD

Position in SO — Southern Co

CIK 1003518 TORONTO, A6

Position in SO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$6,362,598

+$667,654 QoQ

Shares Held

65,920

+0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

AGF MANAGEMENT LTD holds $84,038,168 across 17 Utilities - Regulated Electric names. SO ranks #6 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	162,839	$15,124,486
2	EMA	Emera Inc	241,071	$12,504,352
3	DUK	Duke Energy CORP	66,036	$8,646,753
4	AEP	American Electric Power Co Inc	61,892	$8,112,802
5	ETR	Entergy Corp /De/	68,990	$7,751,716
6	SO	Southern Co This page	65,920	$6,362,598
7	EXC	Exelon Corp	92,532	$4,535,917
8	CMS	Cms Energy Corp	55,981	$4,343,005

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,362,598	65,920	+0.9%	Shares	Sole	2026-05-07
2025-12-31	$5,694,944	65,309	+7.9%	Shares	Sole	2026-02-17
2025-09-30	$5,734,626	60,511	+22.9%	Shares	Sole	2025-11-04
2025-06-30	$4,521,524	49,238	+9.5%	Shares	Sole	2025-08-06
2025-03-31	$4,136,094	44,982	+427.0%	Shares	Sole	2025-05-12
2024-12-31	$702,683	8,536	-46.3%	Shares	Sole	2025-02-07
2024-09-30	$1,432,328	15,883	-87.2%	Shares	Sole	2024-11-12
2024-06-30	$9,654,051	124,456	-1.6%	Shares	Sole	2024-08-07
2024-03-31	$9,070,517	126,436	-4.1%	Shares	Sole	2024-05-13
2023-12-31	$9,248,266	131,892	-32.4%	Shares	Sole	2024-02-06
2023-09-30	$12,619,104	194,980	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$13,817,752	196,694	+13.2%	Shares	Sole	2023-08-09
2023-03-31	$12,093,351	173,805	-7.1%	Shares	Sole	2023-05-02
2022-12-31	$13,362,667	187,126	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.