PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in SO — Southern Co

CIK 12600 DES MOINES, IA

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,499,083

+$199,108 QoQ

Shares Held

26,111

+9.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#679

of 2,354 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $37,689,099 across 22 Utilities - Regulated Electric names. SO ranks #4 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	52,886	$6,694,309
2	NEE	Nextera Energy Inc	63,385	$5,563,301
3	WEC	Wec Energy Group, Inc.	37,606	$4,391,252
4	SO	Southern Co This page	26,111	$2,499,083
5	ETR	Entergy Corp /De/	16,241	$1,865,441
6	XEL	Xcel Energy Inc	22,701	$1,822,890
7	AEP	American Electric Power Co Inc	12,761	$1,745,832
8	D	Dominion Energy, Inc	25,267	$1,725,483

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,499,083	26,111	+9.6%	Shares	Sole	2026-08-04
2026-03-31	$2,299,975	23,829	-3.9%	Shares	Sole	2026-05-13
2025-12-31	$2,161,339	24,786	+8.4%	Shares	Sole	2026-02-12
2025-09-30	$2,167,295	22,869	+5.2%	Shares	Sole	2025-11-12
2025-06-30	$1,996,476	21,741	-11.7%	Shares	Sole	2025-08-11
2025-03-31	$2,263,717	24,619	+0.3%	Shares	Sole	2025-04-30
2024-12-31	$2,020,462	24,544	+5.5%	Shares	Sole	2025-01-30
2024-09-30	$2,098,218	23,267	+3.8%	Shares	Sole	2024-10-28
2024-06-30	$1,738,421	22,411	+17.0%	Shares	Sole	2024-07-31
2024-03-31	$1,374,179	19,155	+1.4%	Shares	Sole	2024-05-10
2023-12-31	$1,324,987	18,896	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.