SCOTIA CAPITAL INC.

Position in SO — Southern Co

CIK 1335644 TORONTO, A6

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$540,415

+$40,236 QoQ

Shares Held

5,599

-2.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Utilities · as of Mar 31, 2026

SCOTIA CAPITAL INC. holds $853,415,844 across 8 Utilities - Regulated Electric names. SO ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	9,392,836	$524,026,320
2	EMA	Emera Inc	4,670,078	$242,236,945
3	AEP	American Electric Power Co Inc	400,001	$52,432,131
4	NEE	Nextera Energy Inc	335,069	$31,121,208
5	DUK	Duke Energy CORP	14,562	$1,906,748
6	D	Dominion Energy, Inc	14,406	$890,578
7	SO	Southern Co This page	5,599	$540,415
8	AEE	Ameren Corp	2,379	$261,499

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$540,415	5,599	-2.4%	Shares	Defined	2026-05-13
2025-12-31	$500,179	5,736	+29.0%	Shares	Defined	2026-02-12
2025-09-30	$421,536	4,448	+4.1%	Shares	Defined	2025-11-14
2025-06-30	$392,389	4,273	-0.1%	Shares	Defined	2025-08-13
2025-03-31	$393,362	4,278	-15.9%	Shares	Defined	2025-05-09
2024-12-31	$418,679	5,086	-64.8%	Shares	Defined	2025-02-13
2024-09-30	$1,301,297	14,430	+187.6%	Shares	Defined	2024-11-13
2024-06-30	$389,168	5,017	+11.6%	Shares	Defined	2024-08-14
2024-03-31	$322,471	4,495	-6.4%	Shares	Defined	2024-05-14
2023-12-31	$336,856	4,804	-15.8%	Shares	Defined	2024-02-12
2023-09-30	$369,162	5,704	0.0%	Shares	Defined	2023-11-14
2023-06-30	$400,706	5,704	-5.4%	Shares	Defined	2023-08-03
2023-03-31	$419,567	6,030	-9.6%	Shares	Defined	2023-05-11
2022-12-31	$476,233	6,669	-57.9%	Shares	Defined	2023-02-09
2022-09-30	$1,077,732	15,849	+0.5%	Shares	Defined	2022-11-10
2022-06-30	$1,124,701	15,772	+127.4%	Shares	Defined	2022-08-05
2022-03-31	$502,929	6,936	-1.6%	Shares	Defined	2022-05-09
2021-12-31	$483,626	7,052	-1.1%	Shares	Defined	2022-02-11
2021-09-30	$441,722	7,128	-8.5%	Shares	Defined	2021-11-12
2021-06-30	$471,493	7,792	-1.3%	Shares	Defined	2021-08-12
2021-03-31	$490,566	7,892	-8.3%	Shares	Defined	2021-05-06
2020-12-31	$528,973	8,611	-1.3%	Shares	Defined	2021-02-11
2020-09-30	$473,015	8,724	+1.3%	Shares	Defined	2020-11-12
2020-06-30	$446,532	8,612	-17.2%	Shares	Defined	2020-08-11
2020-03-31	$563,326	10,405	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.