Rathbones Group PLC

Position in SO — Southern Co

CIK 1351991 Liverpool, X0

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$240,710

+$37,501 QoQ

Shares Held

2,515

+13.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,908

of 2,360 holders

Holding Since

Mar 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Rathbones Group PLC holds $160,913,110 across 6 Utilities - Regulated Electric names. SO ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WEC	Wec Energy Group, Inc.	835,830	$97,599,869
2	NEE	Nextera Energy Inc	672,111	$58,991,182
3	EMA	Emera Inc	58,900	$3,122,878
4	DUK	Duke Energy CORP	5,786	$732,391
5	SO	Southern Co This page	2,515	$240,710
6	AEE	Ameren Corp	2,000	$226,080

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,710	2,515	+13.8%	Shares	Sole	2026-07-23
2025-03-31	$203,209	2,210	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.