FRANKLIN STREET ADVISORS INC /NC

Position in SO — Southern Co

CIK 1010873 CHAPEL HILL, NC

Position in SO

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$806,835

-$7,311 QoQ

Shares Held

8,430

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,139

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FRANKLIN STREET ADVISORS INC /NC holds $2,014,445 across 4 Utilities - Regulated Electric names. SO ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	8,430	$806,835
2	AEP	American Electric Power Co Inc	4,888	$668,727
3	NGG	National Grid PLC	3,800	$314,906
4	ETR	Entergy Corp /De/	1,950	$223,977

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,835	8,430	-0.1%	Shares	Defined	2026-07-09
2026-03-31	$814,146	8,435	-0.8%	Shares	Defined	2026-04-10
2025-12-31	$741,723	8,506	+9.3%	Shares	Defined	2026-01-21
2025-09-30	$737,594	7,783	+10.6%	Shares	Defined	2025-10-09
2025-06-30	$646,299	7,038	-5.4%	Shares	Defined	2025-07-21
2025-03-31	$684,383	7,443	-9.1%	Shares	Defined	2025-04-15
2024-12-31	$674,283	8,191	+0.1%	Shares	Defined	2025-01-10
2024-09-30	$738,213	8,186	+0.0%	Shares	Defined	2024-10-09
2024-06-30	$634,832	8,184	+0.1%	Shares	Defined	2024-07-18
2024-03-31	$586,474	8,175	+0.1%	Shares	Defined	2024-04-15
2023-12-31	$572,810	8,169	+0.1%	Shares	Defined	2024-01-18
2023-09-30	$528,374	8,164	-1.3%	Shares	Defined	2023-10-10
2023-06-30	$580,897	8,269	-16.2%	Shares	Defined	2023-07-13
2023-03-31	$686,267	9,863	-1.1%	Shares	Defined	2023-04-12
2022-12-31	$712,457	9,977	+0.1%	Shares	Defined	2023-02-07
2022-09-30	$678,028	9,971	+0.1%	Shares	Defined	2022-10-11
2022-06-30	$710,675	9,966	-0.7%	Shares	Defined	2022-07-13
2022-03-31	$727,492	10,033	+0.3%	Shares	Defined	2022-04-18
2021-12-31	$686,211	10,006	-8.2%	Shares	Defined	2022-01-26
2021-09-30	$675,596	10,902	+3.0%	Shares	Defined	2021-10-22
2021-06-30	$640,437	10,584	+6.3%	Shares	Defined	2021-08-05
2021-03-31	$619,113	9,960	-22.1%	Shares	Defined	2021-05-04
2020-12-31	$785,382	12,785	-2.4%	Shares	Defined	2021-02-01
2020-09-30	$710,282	13,100	-4.3%	Shares	Defined	2020-10-21
2020-06-30	$709,982	13,693	+11.9%	Shares	Sole	2020-08-06
2020-03-31	$662,619	12,239	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.