LPL Financial LLC

Position in SO — Southern Co

CIK 1403438 FORT MILL, SC

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$296,381,357

+$33,462,021 QoQ

Shares Held

3,070,673

+1.8% QoQ

Ownership

0.272%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 7.229978574729383.ToString("F0")% Shared 0.ToString("F0")% None 92.77002142527063.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$776,080

PutShares

8,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. SO ranks #3 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,083,216	$379,249,102
2	DUK	Duke Energy CORP	2,481,110	$324,876,543
3	SO	Southern Co This page	3,070,673	$296,381,357
4	AEP	American Electric Power Co Inc	1,088,754	$142,713,874
5	WEC	Wec Energy Group, Inc.	1,198,459	$138,745,598
6	XEL	Xcel Energy Inc	1,666,224	$132,364,834
7	ED	Consolidated Edison Inc	849,865	$96,187,720
8	PEG	Public Service Enterprise Group Inc	1,176,951	$95,274,183

All Filings in SO

Export CSV

33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$296,381,357	3,070,673	+1.8%	Shares	Sole	2026-05-06
2025-12-31	$262,919,336	3,015,130	+33777.9%	Shares	Sole	2026-02-11
2025-12-31	$776,080	8,900	+27.1%	Put	Sole	2026-02-11
2025-09-30	$663,390	7,000	-99.8%	Put	Sole	2025-11-12
2025-09-30	$271,422,132	2,864,009	+40238.2%	Shares	Sole	2025-11-12
2025-06-30	$651,993	7,100	-99.7%	Put	Sole	2025-08-12
2025-06-30	$226,809,723	2,469,887	+34687.1%	Shares	Sole	2025-08-12
2025-03-31	$652,845	7,100	-99.7%	Put	Sole	2025-05-07
2025-03-31	$216,257,388	2,351,902	+6.9%	Shares	Sole	2025-05-07
2024-12-31	$181,036,909	2,199,185	+6.1%	Shares	Sole	2025-02-11
2024-09-30	$186,868,290	2,072,170	-3.1%	Shares	Sole	2024-11-08
2024-06-30	$165,958,687	2,139,470	+1.9%	Shares	Sole	2024-08-07
2024-03-31	$150,579,318	2,098,959	+0.6%	Shares	Sole	2024-05-10
2023-12-31	$146,232,385	2,085,459	+2.8%	Shares	Sole	2024-02-14
2023-09-30	$131,287,044	2,028,539	+2.3%	Shares	Sole	2023-11-13
2023-06-30	$139,351,904	1,983,657	+23799.5%	Shares	Sole	2023-07-31
2023-03-31	$577,514	8,300	-99.6%	Put	Sole	2023-05-10
2023-03-31	$130,231,216	1,871,676	+22450.3%	Shares	Sole	2023-05-10
2022-12-31	$592,703	8,300	-99.5%	Put	Sole	2023-02-07
2022-12-31	$122,328,971	1,713,051	+6.7%	Shares	Sole	2023-02-07
2022-09-30	$109,140,816	1,605,012	+16618.9%	Shares	Sole	2022-11-14
2022-09-30	$652,800	9,600	-99.4%	Put	Sole	2022-11-14
2022-06-30	$109,066,577	1,529,471	+15832.0%	Shares	Sole	2022-08-12
2022-06-30	$684,576	9,600	-99.3%	Put	Sole	2022-08-12
2022-03-31	$100,561,653	1,386,866	+3.5%	Shares	Sole	2022-05-16
2021-12-31	$91,905,361	1,340,119	+5.4%	Shares	Sole	2022-02-14
2021-09-30	$78,791,446	1,271,445	+6.0%	Shares	Sole	2021-11-15
2021-06-30	$72,547,133	1,198,928	+3.4%	Shares	Sole	2021-08-13
2021-03-31	$72,072,095	1,159,461	+2.6%	Shares	Sole	2021-05-14
2020-12-31	$69,449,563	1,130,548	+8.7%	Shares	Sole	2021-02-12
2020-09-30	$56,378,118	1,039,803	+5.9%	Shares	Sole	2020-11-09
2020-06-30	$50,933,136	982,317	+11.7%	Shares	Sole	2020-08-13
2020-03-31	$47,626,687	879,695	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.