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Equibles

Orion Porfolio Solutions, LLC

Position in SO — Southern Co

CIK 1360533 OMAHA, NE
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$17,936,436
-$964,593 QoQ
Shares Held
187,404
-4.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#236
of 2,375 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 35% Shared 0% None 65%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. SO ranks #2 (14.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DUK
Duke Energy CORP
 152,002 $19,240,413
2 SO
Southern Co
This page 		187,404 $17,936,436
3 D
Dominion Energy, Inc
 217,259 $14,836,617
4 NEE
Nextera Energy Inc
 119,329 $10,473,506
5 LNT
Alliant Energy Corp
 106,740 $8,143,194
6 EVRG
Evergy, Inc.
 75,581 $6,532,465
7 AEP
American Electric Power Co Inc
 46,407 $6,348,941
8 WEC
Wec Energy Group, Inc.
 49,666 $5,799,498

All Filings in SO

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $17,936,436 187,404
2026-03-31 $18,901,029 195,825
2025-12-31 $25,682,318 294,522
2025-09-30 $28,355,373 299,202
2025-06-30 $26,757,517 291,381
2025-03-31 $25,214,712 274,222
2024-12-31 $22,248,379 270,267
2024-09-30 $23,354,094 258,972
2024-06-30 $21,554,143 277,867
2024-03-31 $19,937,335 277,911
2023-12-31 $19,841,575 282,966
2023-09-30 $18,794,040 290,390
2023-06-30 $19,044,775 271,100
2023-03-31 $18,005,286 258,771
2022-12-31 $8,103,606 113,480
2022-09-30 $8,076,632 118,774
2022-06-30 $8,545,719 119,839
2022-03-31 $8,591,129 118,482
2021-12-31 $9,195,480 134,084
2021-09-30 $8,216,540 132,589
2021-06-30 $8,022,960 132,589
2021-03-31 $7,337,055 118,035
2020-12-31 $386,271 6,288
2020-09-30 $4,487,192 82,759