KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in SO — Southern Co

CIK 1021223 LOS ANGELES, CA

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$18,080,319

+$3,152,203 QoQ

Shares Held

187,322

+9.4% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 53.909557288747244.ToString("F0")% Shared 45.79629837233015.ToString("F0")% None 0.2941443389226096.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $74,921,868 across 25 Utilities - Regulated Electric names. SO ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	790,446	$44,098,982
2	SO	Southern Co This page	187,322	$18,080,319
3	NEE	Nextera Energy Inc	48,618	$4,515,639
4	DTE	Dte Energy Co	16,759	$2,450,500
5	ETR	Entergy Corp /De/	16,741	$1,881,018
6	PEG	Public Service Enterprise Group Inc	23,077	$1,868,083
7	NGG	National Grid PLC	10,243	$866,557
8	DUK	Duke Energy CORP	2,601	$340,574

All Filings in SO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,080,319	187,322	+9.4%	Shares	Defined	2026-05-14
2025-12-31	$14,928,116	171,194	-5.9%	Shares	Defined	2026-02-13
2025-09-30	$17,234,966	181,861	+0.6%	Shares	Defined	2025-11-13
2025-06-30	$16,603,689	180,809	+2.8%	Shares	Defined	2025-08-13
2025-03-31	$16,167,752	175,832	-3.3%	Shares	Defined	2025-05-14
2024-12-31	$14,967,504	181,821	-0.4%	Shares	Defined	2025-02-21
2024-09-30	$16,458,390	182,506	-4.5%	Shares	Defined	2024-11-13
2024-06-30	$14,827,272	191,147	-2.0%	Shares	Defined	2024-08-13
2024-03-31	$13,993,173	195,054	-3.1%	Shares	Defined	2024-05-14
2023-12-31	$14,108,423	201,204	-8.1%	Shares	Defined	2024-02-13
2023-09-30	$14,172,190	218,977	-4.4%	Shares	Defined	2023-11-13
2023-06-30	$16,083,737	228,950	-1.1%	Shares	Defined	2023-08-11
2023-03-31	$16,113,336	231,580	+0.3%	Shares	Defined	2023-05-16
2022-12-31	$16,492,567	230,956	+1.2%	Shares	Defined	2023-02-14
2022-09-30	$15,513,656	228,142	+2.9%	Shares	Defined	2022-11-16
2022-06-30	$15,812,921	221,749	+0.4%	Shares	Defined	2022-08-12
2022-03-31	$16,018,038	220,908	+0.9%	Shares	Defined	2022-05-16
2021-12-31	$15,013,533	218,920	-0.0%	Shares	Defined	2022-02-14
2021-09-30	$13,567,587	218,938	-0.4%	Shares	Defined	2021-11-12
2021-06-30	$13,306,087	219,899	-2.9%	Shares	Defined	2021-08-13
2021-03-31	$14,074,017	226,416	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$13,889,507	226,103	-4.2%	Shares	Sole	2021-02-12
2020-09-30	$12,793,750	235,960	+101.5%	Shares	Defined	2020-11-16
2020-06-30	$6,072,463	117,116	+0.9%	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.