Korea Investment CORP

Position in SO — Southern Co

CIK 1441689 SEOUL, M5

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$81,078,923

+$631,604 QoQ

Shares Held

840,022

-8.9% QoQ

Ownership

0.075%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Korea Investment CORP holds $805,986,786 across 24 Utilities - Regulated Electric names. SO ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,675,152	$155,588,117
2	SO	Southern Co This page	840,022	$81,078,923
3	DUK	Duke Energy CORP	567,547	$74,314,604
4	ETR	Entergy Corp /De/	545,412	$61,282,492
5	AEP	American Electric Power Co Inc	440,337	$57,719,373
6	EXC	Exelon Corp	836,910	$41,025,328
7	AEE	Ameren Corp	347,722	$38,221,602
8	ED	Consolidated Edison Inc	305,795	$34,609,878

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$81,078,923	840,022	-8.9%	Shares	Sole	2026-05-13
2025-12-31	$80,447,319	922,561	+7.3%	Shares	Sole	2026-02-13
2025-09-30	$81,515,657	860,142	+0.4%	Shares	Sole	2025-11-13
2025-06-30	$78,684,168	856,846	-2.3%	Shares	Sole	2025-08-13
2025-03-31	$80,648,793	877,094	+3.9%	Shares	Sole	2025-05-14
2024-12-31	$69,524,014	844,558	+4.2%	Shares	Sole	2025-02-12
2024-09-30	$73,109,917	810,711	+4.0%	Shares	Sole	2024-11-13
2024-06-30	$60,442,854	779,204	-7.2%	Shares	Sole	2024-08-13
2024-03-31	$60,246,821	839,794	+98.3%	Shares	Sole	2024-05-14
2023-12-31	$29,693,365	423,465	-36.3%	Shares	Sole	2024-02-13
2023-09-30	$42,991,360	664,267	-3.5%	Shares	Sole	2023-11-13
2023-06-30	$48,370,988	688,555	-28.4%	Shares	Sole	2023-08-11
2023-03-31	$66,912,163	961,658	-7.6%	Shares	Sole	2023-05-12
2022-12-31	$74,340,452	1,041,037	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$69,976,488	1,029,066	+14.1%	Shares	Sole	2022-11-10
2022-06-30	$64,293,238	901,602	+22.2%	Shares	Sole	2022-08-12
2022-03-31	$53,505,129	737,900	+14.5%	Shares	Sole	2022-05-13
2021-12-31	$44,186,094	644,300	+139.9%	Shares	Sole	2022-02-09
2021-09-30	$16,645,142	268,600	-61.0%	Shares	Sole	2021-11-12
2021-06-30	$41,683,644	688,872	+11.8%	Shares	Sole	2021-08-12
2021-03-31	$38,308,835	616,294	+0.4%	Shares	Sole	2021-05-13
2020-12-31	$37,706,471	613,812	-26.0%	Shares	Sole	2021-02-10
2020-09-30	$44,986,550	829,704	-6.0%	Shares	Sole	2020-11-12
2020-06-30	$45,783,757	883,004	-6.0%	Shares	Sole	2020-08-12
2020-03-31	$50,843,090	939,104	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.