Boston Partners

Position in SO — Southern Co

CIK 1386060 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$590,954,309

+$587,025,559 QoQ

Shares Held

6,174,426

+15069.1% QoQ

Ownership

0.548%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#23

of 2,360 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Utilities · as of Jun 30, 2026

Boston Partners holds $3,652,977,333 across 12 Utilities - Regulated Electric names. SO ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FE	Firstenergy Corp	18,467,247	$877,932,920
2	ETR	Entergy Corp /De/	6,273,879	$720,617,740
3	SO	Southern Co This page	6,174,426	$590,954,309
4	CNP	Centerpoint Energy Inc	12,277,423	$540,697,708
5	DTE	Dte Energy Co	2,477,665	$377,521,815
6	OGE	Oge Energy Corp.	5,687,808	$276,768,735
7	XEL	Xcel Energy Inc	3,062,841	$245,946,131
8	IDA	Idacorp Inc	88,654	$13,413,349

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$590,954,309	6,174,426	+15069.1%	Shares	Defined	2026-08-04
2026-03-31	$3,928,750	40,704	+7.1%	Shares	Defined	2026-05-11
2025-12-31	$3,313,600	38,000	-2.6%	Shares	Defined	2026-02-13
2025-09-30	$3,695,840	38,998	-0.4%	Shares	Defined	2025-11-13
2025-06-30	$3,593,950	39,137	-87.5%	Shares	Defined	2025-08-12
2025-03-31	$28,692,996	312,050	-12.3%	Shares	Defined	2025-05-13
2024-12-31	$29,305,673	355,997	+3.1%	Shares	Defined	2025-02-11
2024-09-30	$31,123,823	345,130	+6.2%	Shares	Defined	2024-11-12
2024-06-30	$25,219,403	325,118	-63.1%	Shares	Defined	2024-08-14
2024-03-31	$63,157,527	880,367	+8.4%	Shares	Defined	2024-05-28
2023-12-31	$56,923,835	811,806	—	Shares	Defined	2024-02-07
No filing history on record for this holder in this stock.