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Equibles

Savant Capital, LLC

Position in SO — Southern Co

CIK 1482880 ROCKFORD, IL
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$42,862,383
+$21,725,179 QoQ
Shares Held
447,836
+104.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#141
of 2,375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 28% Shared 2% None 70%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Savant Capital, LLC holds $130,826,238 across 32 Utilities - Regulated Electric names. SO ranks #1 (32.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SO
Southern Co
This page 		447,836 $42,862,383
2 NEE
Nextera Energy Inc
 214,715 $18,845,535
3 EVRG
Evergy, Inc.
 154,504 $13,353,780
4 DUK
Duke Energy CORP
 77,815 $9,849,822
5 AEP
American Electric Power Co Inc
 63,574 $8,697,558
6 WEC
Wec Energy Group, Inc.
 55,287 $6,455,862
7 XEL
Xcel Energy Inc
 42,132 $3,383,199
8 ED
Consolidated Edison Inc
 24,455 $2,705,456

All Filings in SO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,862,383 447,836
2026-03-31 $21,137,204 218,993
2025-12-31 $19,061,222 218,592
2025-09-30 $19,954,581 210,558
2025-06-30 $19,737,021 214,930
2025-03-31 $19,327,062 210,191
2024-12-31 $18,800,241 228,380
2024-09-30 $20,222,684 224,248
2024-06-30 $19,128,063 246,591
2024-03-31 $4,531,528 63,166
2023-12-31 $4,623,502 65,937
2023-09-30 $4,093,281 63,246
2023-06-30 $4,207,061 59,887
2023-03-31 $3,687,183 52,992
2022-12-31 $2,676,375 37,479
2022-09-30 $2,005,116 29,487
2022-06-30 $1,755,224 24,614
2022-03-31 $1,762,573 24,308
2021-12-31 $1,403,215 20,461
2021-09-30 $1,225,146 19,770
2021-06-30 $940,204 15,538
2021-03-31 $865,080 13,917
2020-12-31 $1,357,848 22,104
2020-09-30 $1,140,734 21,039
2020-06-30 $817,570 15,768
2020-03-31 $855,736 15,806