SCHRODER INVESTMENT MANAGEMENT GROUP

Position in SO — Southern Co

CIK 1086619 London, X0

Position in SO

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

Position Value

$65,896,519

+$36,993,208 QoQ

Shares Held

682,724

+106.0% QoQ

Ownership

0.061%

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 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,767,786,473 across 24 Utilities - Regulated Electric names. SO ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,110,984	$1,124,868,189
2	DUK	Duke Energy CORP	636,800	$83,382,591
3	ED	Consolidated Edison Inc	685,949	$77,635,707
4	ES	Eversource Energy	1,046,496	$72,501,241
5	SO	Southern Co This page	682,724	$65,896,519
6	PEG	Public Service Enterprise Group Inc	744,229	$60,245,335
7	EXC	Exelon Corp	1,139,822	$55,874,073
8	IDA	Idacorp Inc	320,007	$45,751,400

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$65,896,519	682,724	+106.0%	Shares	Sole	2026-05-14
2025-12-31	$28,903,311	331,460	-48.3%	Shares	Sole	2026-02-13
2025-09-30	$60,718,569	640,694	+5.7%	Shares	Sole	2025-11-13
2025-06-30	$55,667,069	606,197	-1.7%	Shares	Sole	2025-08-13
2025-03-31	$56,714,391	616,796	+23.0%	Shares	Sole	2025-05-13
2024-12-31	$41,275,577	501,404	-8.4%	Shares	Sole	2025-02-12
2024-09-30	$49,375,172	547,518	+198.1%	Shares	Sole	2024-11-13
2024-06-30	$14,245,497	183,647	+5.8%	Shares	Sole	2024-08-12
2024-03-31	$12,454,350	173,604	-4.7%	Shares	Sole	2024-05-14
2023-12-31	$12,775,581	182,196	-2.2%	Shares	Sole	2024-02-14
2023-09-30	$12,053,839	186,246	-5.2%	Shares	Sole	2023-11-14
2023-06-30	$13,802,156	196,472	-2.2%	Shares	Sole	2023-08-11
2023-03-31	$13,981,472	200,941	-19.3%	Shares	Sole	2023-05-11
2022-12-31	$17,777,089	248,944	+63.2%	Shares	Sole	2023-02-10
2022-09-30	$10,372,108	152,531	-6.7%	Shares	Sole	2022-11-14
2022-06-30	$11,663,676	163,563	+27.5%	Shares	Sole	2022-08-11
2022-03-31	$9,300,928	128,271	+17.9%	Shares	Sole	2022-05-16
2021-12-31	$7,459,377	108,769	-18.0%	Shares	Sole	2022-02-14
2021-09-30	$8,222,736	132,689	-12.9%	Shares	Sole	2021-11-12
2021-06-30	$9,213,675	152,267	-15.5%	Shares	Sole	2021-08-13
2021-03-31	$11,199,863	180,178	+20.8%	Shares	Sole	2021-05-28
2020-12-31	$9,164,065	149,179	+7.9%	Shares	Sole	2021-02-24
2020-09-30	$7,495,588	138,244	-2.3%	Shares	Sole	2020-11-13
2020-06-30	$7,336,515	141,495	+43.2%	Shares	Sole	2020-08-13
2020-03-31	$5,347,948	98,780	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.