Cambridge Investment Research Advisors, Inc.

Position in SO — Southern Co

CIK 1419186 FAIRFIELD, IA

Back to SO Full portfolio

Position in SO

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

Position Value

$45,696,452

-$598,729 QoQ

Shares Held

477,447

-0.9% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#134

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $297,515,289 across 30 Utilities - Regulated Electric names. SO ranks #3 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	635,600	$55,786,612
2	DUK	Duke Energy CORP	362,207	$45,848,162
3	SO	Southern Co This page	477,447	$45,696,452
4	AEP	American Electric Power Co Inc	187,617	$25,667,881
5	D	Dominion Energy, Inc	256,269	$17,500,610
6	WEC	Wec Energy Group, Inc.	91,580	$10,693,796
7	ETR	Entergy Corp /De/	92,453	$10,619,151
8	ED	Consolidated Edison Inc	89,892	$9,944,751

All Filings in SO

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,696,452	477,447	+0.1%	Shares	Sole	2026-07-30
2026-03-31 SOMN	$251,860	4,900	—	Shares	Sole	2026-04-30
2026-03-31	$46,043,321	477,034	+3.6%	Shares	Sole	2026-04-30
2025-12-31	$40,133,974	460,252	+6.3%	Shares	Sole	2026-02-05
2025-09-30	$41,026,975	432,911	+7.7%	Shares	Sole	2025-11-12
2025-06-30	$36,897,477	401,802	+1.9%	Shares	Sole	2025-07-31
2025-03-31	$36,244,667	394,178	-1.1%	Shares	Sole	2025-04-22
2024-12-31	$32,814,727	398,624	+4.2%	Shares	Sole	2025-02-14
2024-09-30	$34,511,976	382,701	+1.5%	Shares	Sole	2024-10-28
2024-06-30	$29,248,699	377,062	+1.7%	Shares	Sole	2024-07-26
2024-03-31	$26,603,989	370,839	-1.3%	Shares	Sole	2024-04-24
2023-12-31	$26,333,776	375,553	-15.8%	Shares	Sole	2024-02-09
2023-09-30	$28,850,687	445,777	+10.3%	Shares	Sole	2023-10-24
2023-06-30	$28,388,657	404,109	+1.2%	Shares	Sole	2023-07-13
2023-03-31	$27,784,476	399,317	-16.0%	Shares	Sole	2023-05-11
2022-12-31	$33,952,312	475,456	+3.9%	Shares	Sole	2023-02-08
2022-09-30	$31,110,000	457,500	+8.5%	Shares	Sole	2022-10-17
2022-06-30	$30,077,844	421,790	+3.7%	Shares	Sole	2022-07-13
2022-03-31	$29,503,086	406,883	+3.9%	Shares	Sole	2022-05-12
2021-12-31	$26,849,481	391,506	+2.0%	Shares	Sole	2022-02-03
2021-09-30	$23,795,116	383,978	+1.5%	Shares	Sole	2021-11-02
2021-06-30	$22,901,643	378,477	+0.5%	Shares	Sole	2021-08-10
2021-03-31	$23,401,810	376,477	+2.2%	Shares	Sole	2021-05-07
2020-12-31	$22,631,180	368,406	+8.3%	Shares	Sole	2021-02-04
2020-09-30	$18,443,583	340,162	+5.0%	Shares	Sole	2020-10-29
2020-06-30	$16,804,014	324,089	+11.3%	Shares	Sole	2020-07-27
2020-03-31	$15,769,195	291,267	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.