Equitable Holdings, Inc.

Position in SO — Southern Co

CIK 1333986 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$8,039,544

-$764,431 QoQ

Shares Held

83,999

-7.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#364

of 2,354 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Utilities · as of Jun 30, 2026

Equitable Holdings, Inc. holds $54,779,473 across 21 Utilities - Regulated Electric names. SO ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	149,020	$13,079,485
2	SO	Southern Co This page	83,999	$8,039,544
3	DUK	Duke Energy CORP	53,087	$6,719,752
4	PPL	PPL Corp	146,224	$5,315,242
5	AEP	American Electric Power Co Inc	32,200	$4,405,282
6	PEG	Public Service Enterprise Group Inc	50,804	$4,123,252
7	ED	Consolidated Edison Inc	19,066	$2,109,271
8	D	Dominion Energy, Inc	21,034	$1,436,411

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,039,544	83,999	-7.9%	Shares	Defined	2026-08-17
2026-03-31	$8,803,975	91,214	+10.8%	Shares	Defined	2026-05-15
2025-12-31	$7,181,443	82,356	+5.4%	Shares	Defined	2026-02-17
2025-09-30	$7,406,749	78,155	+3.4%	Shares	Defined	2025-11-14
2025-06-30	$6,940,603	75,581	+4.4%	Shares	Defined	2025-08-15
2025-03-31	$6,659,846	72,429	+13.0%	Shares	Defined	2025-05-13
2024-12-31	$5,275,394	64,084	+21.9%	Shares	Defined	2025-02-12
2024-09-30	$4,739,049	52,551	+14.7%	Shares	Defined	2024-11-14
2024-06-30	$3,553,016	45,804	-1.9%	Shares	Defined	2024-08-14
2024-03-31	$3,350,114	46,698	+15.0%	Shares	Defined	2024-05-14
2023-12-31	$2,847,993	40,616	+11.3%	Shares	Defined	2024-02-13
2023-09-30	$2,361,244	36,484	+11.8%	Shares	Defined	2023-11-14
2023-06-30	$2,292,679	32,636	+94.0%	Shares	Defined	2023-08-15
2023-03-31	$1,170,683	16,825	+78.4%	Shares	Defined	2023-05-15
2022-12-31	$673,539	9,432	+9.5%	Shares	Defined	2023-02-14
2022-09-30	$585,548	8,611	+36.9%	Shares	Defined	2022-11-14
2022-06-30	$448,397	6,288	-27.8%	Shares	Defined	2022-08-15
2022-03-31	$631,779	8,713	+11.7%	Shares	Defined	2022-05-13
2021-12-31	$534,992	7,801	+0.1%	Shares	Defined	2022-02-11
2021-09-30	$482,994	7,794	+0.1%	Shares	Defined	2021-11-12
2021-06-30	$471,130	7,786	-0.7%	Shares	Defined	2021-08-11
2021-03-31	$487,334	7,840	-2.7%	Shares	Defined	2021-05-14
2020-12-31	$495,064	8,059	+12.7%	Shares	Defined	2021-02-09
2020-09-30	$387,781	7,152	+3.0%	Shares	Defined	2020-11-13
2020-06-30	$360,046	6,944	-3.4%	Shares	Defined	2020-08-13
2020-03-31	$389,050	7,186	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.