KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in SO — Southern Co
CIK 1021223
LOS ANGELES, CA
Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,992,426
-$87,893 QoQ
Shares Held
187,989
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#234
of 2,367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 45%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $76,720,134 across 21 Utilities - Regulated Electric names. SO ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTS |
Fortis Inc.
|
785,654 | $44,962,978 | |
| 2 | SO |
Southern Co
This page
|
187,989 | $17,992,426 | |
| 3 | NEE |
Nextera Energy Inc
|
44,573 | $3,912,172 | |
| 4 | DTE |
Dte Energy Co
|
15,735 | $2,397,541 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
27,750 | $2,252,190 | |
| 6 | ETR |
Entergy Corp /De/
|
17,574 | $2,018,549 | |
| 7 | FE |
Firstenergy Corp
|
22,069 | $1,049,160 | |
| 8 | NGG |
National Grid PLC
|
10,247 | $849,168 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,992,426 | 187,989 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,080,319 | 187,322 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,928,116 | 171,194 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,234,966 | 181,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,603,689 | 180,809 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,167,752 | 175,832 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,967,504 | 181,821 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $16,458,390 | 182,506 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $14,827,272 | 191,147 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $13,993,173 | 195,054 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,108,423 | 201,204 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $14,172,190 | 218,977 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,083,737 | 228,950 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,113,336 | 231,580 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $16,492,567 | 230,956 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $15,513,656 | 228,142 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $15,812,921 | 221,749 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $16,018,038 | 220,908 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,013,533 | 218,920 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $13,567,587 | 218,938 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,306,087 | 219,899 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,074,017 | 226,416 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,889,507 | 226,103 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,793,750 | 235,960 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,072,463 | 117,116 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $6,281,322 | 116,020 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||