Zurich Insurance Group Ltd/FI

Insurance

Position in SO — Southern Co

CIK 1127799 Zurich, V8

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$45,831,653

+$20,604,600 QoQ

Shares Held

474,841

+34.2% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Zurich Insurance Group Ltd/FI holds $230,278,861 across 4 Utilities - Regulated Electric names. SO ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,123,113	$104,314,735
2	XEL	Xcel Energy Inc	779,301	$61,907,671
3	SO	Southern Co This page	474,841	$45,831,653
4	EXC	Exelon Corp	371,783	$18,224,802

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$45,831,653	474,841	+34.2%	Shares	Defined	2026-05-15
2022-06-30	$25,227,053	353,766	-38.9%	Shares	Defined	2022-08-15
2022-03-31	$42,003,085	579,273	—	Shares	Defined	2022-05-16
No filing history on record for this holder in this stock.