Bridgewater Associates, LP

Position in SO — Southern Co

CIK 1350694 Westport, CT

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,624,390

+$488,254 QoQ

Shares Held

16,972

+44.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#833

of 2,360 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Bridgewater Associates, LP holds $628,858,094 across 21 Utilities - Regulated Electric names. SO ranks #19 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	5,931,314	$99,764,701
2	EIX	Edison International	1,234,614	$91,917,012
3	ES	Eversource Energy	1,195,140	$86,372,767
4	ED	Consolidated Edison Inc	623,641	$68,993,403
5	DUK	Duke Energy CORP	442,098	$55,960,764
6	PPL	PPL Corp	1,468,865	$53,393,242
7	POR	Portland General Electric Co /Or/	461,107	$23,899,175
8	AEP	American Electric Power Co Inc	159,591	$21,833,644

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,624,390	16,972	+44.2%	Shares	Sole	2026-08-14
2026-03-31	$1,136,136	11,771	-66.3%	Shares	Sole	2026-05-15
2025-12-31	$3,049,296	34,969	-90.3%	Shares	Sole	2026-02-13
2022-12-31	$25,738,377	360,431	+67.9%	Shares	Sole	2023-02-13
2022-09-30	$14,597,492	214,669	-56.6%	Shares	Sole	2022-11-10
2022-06-30	$35,265,647	494,540	+83.9%	Shares	Sole	2022-08-11
2022-03-31	$19,503,957	268,983	+708.2%	Shares	Sole	2022-05-13
2021-12-31	$2,282,479	33,282	+426.4%	Shares	Sole	2022-02-14
2020-06-30	$327,847	6,323	-63.6%	Shares	Sole	2020-08-12
2020-03-31	$939,924	17,361	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.