Clearbridge Investments, LLC

Position in SO — Southern Co

CIK 1348883 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$5,241,271

-$136,244 QoQ

Shares Held

54,762

-1.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#464

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clearbridge Investments, LLC holds $3,069,823,462 across 19 Utilities - Regulated Electric names. SO ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	6,983,959	$802,177,530
2	PCG	PG&E Corp	19,975,228	$335,983,334
3	POR	Portland General Electric Co /Or/	6,363,146	$329,801,856
4	OGE	Oge Energy Corp.	6,589,884	$320,663,754
5	WEC	Wec Energy Group, Inc.	2,131,128	$248,851,816
6	NEE	Nextera Energy Inc	2,809,934	$246,627,906
7	CNP	Centerpoint Energy Inc	4,910,892	$216,275,682
8	EIX	Edison International	2,808,636	$209,102,949

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,241,271	54,762	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$5,377,515	55,714	-0.4%	Shares	Sole	2026-05-13
2025-12-31	$4,875,526	55,912	+0.5%	Shares	Sole	2026-02-11
2025-09-30	$5,273,476	55,645	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$5,220,076	56,845	0.0%	Shares	Sole	2025-08-12
2025-03-31	$5,226,897	56,845	+1.5%	Shares	Sole	2025-05-13
2024-12-31	$4,608,273	55,980	-3.4%	Shares	Sole	2025-02-12
2024-09-30	$5,225,750	57,948	-4.6%	Shares	Sole	2024-11-12
2024-06-30	$4,713,541	60,765	-2.8%	Shares	Sole	2024-08-27
2024-03-31	$4,483,032	62,490	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$4,415,736	62,974	+3.2%	Shares	Sole	2024-02-09
2023-09-30	$3,951,156	61,050	-1.5%	Shares	Sole	2023-11-13
2023-06-30	$4,354,938	61,992	+8.9%	Shares	Sole	2023-08-11
2023-03-31	$3,960,076	56,914	-8.6%	Shares	Sole	2023-05-12
2022-12-31	$4,446,272	62,264	-0.9%	Shares	Sole	2023-02-10
2022-09-30	$4,271,352	62,814	-2.0%	Shares	Sole	2022-11-14
2022-06-30	$4,568,403	64,064	-2.1%	Shares	Sole	2022-08-11
2022-03-31	$4,746,794	65,464	-4.9%	Shares	Sole	2022-05-13
2021-12-31	$4,719,675	68,820	-0.9%	Shares	Sole	2022-02-11
2021-09-30	$4,301,957	69,420	-8.5%	Shares	Sole	2021-11-12
2021-06-30	$4,593,072	75,906	+1.4%	Shares	Sole	2021-08-13
2021-03-31	$4,653,546	74,864	-0.8%	Shares	Sole	2021-05-13
2020-12-31	$4,638,210	75,504	-1.9%	Shares	Sole	2021-02-10
2020-09-30	$4,175,156	77,004	-0.6%	Shares	Sole	2020-11-12
2020-06-30	$4,018,219	77,497	-1.2%	Shares	Defined	2020-08-14
2020-03-31	$4,247,661	78,457	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.