Migdal Insurance & Financial Holdings Ltd.

Insurance

Position in SO — Southern Co

CIK 1415912 Petach Tikva, L3

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,907

-$24,106 QoQ

Shares Held

208

-54.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,260

of 2,360 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Migdal Insurance & Financial Holdings Ltd. holds $1,148,324 across 3 Utilities - Regulated Electric names. SO ranks #2 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	12,633	$1,108,798
2	SO	Southern Co This page	208	$19,907
3	DUK	Duke Energy CORP	155	$19,619

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,907	208	-54.4%	Shares	Defined	2026-08-10
2026-03-31	$44,013	456	+27.0%	Shares	Defined	2026-05-14
2025-12-31	$31,304	359	+87.0%	Shares	Defined	2026-01-28
2024-12-31	$15,805	192	-90.2%	Shares	Defined	2025-01-28
2022-06-30	$139,767	1,960	+16.3%	Shares	Defined	2022-08-10
2022-03-31	$122,179	1,685	-7.1%	Shares	Defined	2022-05-02
2021-12-31	$124,404	1,814	+4.6%	Shares	Defined	2022-02-02
2021-09-30	$107,455	1,734	+21.3%	Shares	Defined	2021-11-16
2021-06-30	$86,468	1,429	+17.3%	Shares	Defined	2021-08-04
2021-03-31	$75,710	1,218	-7.5%	Shares	Defined	2021-05-04
2020-09-30	$71,407	1,317	-10.7%	Shares	Defined	2020-11-05
2020-06-30	$76,426	1,474	-0.6%	Shares	Defined	2020-08-11
2020-03-31	$80,289	1,483	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.