Harel Insurance Investments & Financial Services Ltd.

Insurance

Position in SO — Southern Co

CIK 1429390 Ramat Gan, L3

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$250,281

+$12,360 QoQ

Shares Held

2,615

+6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,874

of 2,359 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Harel Insurance Investments & Financial Services Ltd. holds $2,816,072 across 22 Utilities - Regulated Electric names. SO ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	13,825	$1,213,420
2	DUK	Duke Energy CORP	2,501	$316,576
3	SO	Southern Co This page	2,615	$250,281
4	AEP	American Electric Power Co Inc	1,634	$223,547
5	D	Dominion Energy, Inc	1,184	$80,855
6	ETR	Entergy Corp /De/	616	$70,753
7	XEL	Xcel Energy Inc	832	$66,809
8	EXC	Exelon Corp	1,366	$63,682

All Filings in SO

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10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,281	2,615	+6.1%	Shares	Defined	2026-07-29
2026-03-31	$237,921	2,465	+105.2%	Shares	Defined	2026-05-05
2025-12-31	$104,727	1,201	+5.1%	Shares	Defined	2026-02-03
2025-09-30	$108,322	1,143	-48.6%	Shares	Defined	2025-10-29
2022-09-30	$151,164	2,223	-5.3%	Shares	Defined	2022-10-31
2021-06-30	$142,077	2,348	-33.1%	Shares	Defined	2021-07-26
2021-03-31	$218,119	3,509	+3.5%	Shares	Defined	2021-04-27
2020-12-31	$208,186	3,389	+7.8%	Shares	Defined	2021-01-26
2020-09-30	$170,521	3,145	+87.6%	Shares	Defined	2020-10-20
2020-03-31	$90,738	1,676	—	Shares	Defined	2020-04-28
No filing history on record for this holder in this stock.