SCS Capital Management LLC

Position in SO — Southern Co

CIK 1303159 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$287,225

+$2,878 QoQ

Shares Held

3,001

+1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,753

of 2,359 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Utilities · as of Jun 30, 2026

SCS Capital Management LLC holds $2,815,831 across 4 Utilities - Regulated Electric names. SO ranks #4 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,917	$1,133,725
2	DUK	Duke Energy CORP	7,943	$1,005,424
3	D	Dominion Energy, Inc	5,703	$389,457
4	SO	Southern Co This page	3,001	$287,225

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,225	3,001	+1.9%	Shares	Sole	2026-08-06
2026-03-31	$284,347	2,946	-35.2%	Shares	Sole	2026-05-11
2025-12-31	$396,498	4,547	-16.9%	Shares	Sole	2026-02-10
2025-09-30	$518,770	5,474	-2.2%	Shares	Sole	2025-11-13
2025-06-30	$513,972	5,597	0.0%	Shares	Sole	2025-08-13
2025-03-31	$514,644	5,597	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.