GW&K Investment Management, LLC

Position in SO — Southern Co

CIK 1082917 BOSTON, MA

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$94,975

+$10,217 QoQ

Shares Held

984

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 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

GW&K Investment Management, LLC holds $247,156,670 across 27 Utilities - Regulated Electric names. SO ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IDA	Idacorp Inc	699,780	$100,047,546
2	ETR	Entergy Corp /De/	568,684	$63,897,334
3	POR	Portland General Electric Co /Or/	824,649	$43,516,727
4	NWE	NorthWestern Energy Group, Inc.	579,628	$38,220,669
5	NEE	Nextera Energy Inc	5,489	$509,818
6	D	Dominion Energy, Inc	2,261	$139,775
7	DUK	Duke Energy CORP	851	$111,429
8	SO	Southern Co This page	984	$94,975

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$94,975	984	+1.2%	Shares	Sole	2026-05-13
2025-12-31	$84,758	972	-4.2%	Shares	Sole	2026-02-11
2025-09-30	$96,191	1,015	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$89,166	971	+14.6%	Shares	Sole	2025-08-11
2025-03-31	$77,881	847	+70.4%	Shares	Sole	2025-05-05
2024-12-31	$40,913	497	+11.2%	Shares	Sole	2025-02-05
2024-09-30	$40,310	447	+22.1%	Shares	Sole	2024-11-07
2024-06-30	$28,390	366	+11.2%	Shares	Sole	2024-08-12
2024-03-31	$23,602	329	+7.5%	Shares	Sole	2024-05-08
2023-12-31	$21,456	306	-9.2%	Shares	Sole	2024-02-09
2023-09-30	$21,810	337	-0.6%	Shares	Sole	2023-11-09
2023-06-30	$23,814	339	+101.8%	Shares	Sole	2023-08-09
2022-06-30	$11,980	168	+118.2%	Shares	Sole	2022-08-09
2022-03-31	$5,583	77	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.