CAPTRUST FINANCIAL ADVISORS

Position in SO — Southern Co

CIK 1512024 RALEIGH, NC

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,594,286

+$4,966,303 QoQ

Shares Held

306,613

+8.6% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54.832313046087414.ToString("F0")% Shared 0.ToString("F0")% None 45.167686953912586.ToString("F0")%

Utilities · as of Mar 31, 2026

CAPTRUST FINANCIAL ADVISORS holds $479,396,163 across 30 Utilities - Regulated Electric names. SO ranks #4 (6.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,344,582	$124,884,776
2	AEP	American Electric Power Co Inc	721,324	$94,551,149
3	DUK	Duke Energy CORP	490,302	$64,200,143
4	SO	Southern Co This page	306,613	$29,594,286
5	ETR	Entergy Corp /De/	139,129	$15,632,534
6	PNW	Pinnacle West Capital Corp	135,613	$13,663,009
7	D	Dominion Energy, Inc	205,752	$12,719,588
8	XEL	Xcel Energy Inc	137,200	$10,899,168

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,594,286	306,613	+8.6%	Shares	Sole	2026-05-15
2025-12-31	$24,627,983	282,431	-0.4%	Shares	Sole	2026-02-17
2025-09-30	$26,870,896	283,538	-4.4%	Shares	Sole	2025-11-19
2025-06-30	$27,238,798	296,622	-0.1%	Shares	Sole	2025-08-15
2025-03-31	$27,299,403	296,894	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$24,558,031	298,324	+4.1%	Shares	Sole	2025-02-14
2024-09-30	$25,851,539	286,666	+1.4%	Shares	Sole	2024-11-14
2024-06-30	$21,940,364	282,846	+0.8%	Shares	Sole	2024-08-15
2024-03-31	$20,135,983	280,680	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$19,864,435	283,292	+4.4%	Shares	Sole	2024-02-14
2023-09-30	$17,559,442	271,314	-3.3%	Shares	Sole	2023-11-15
2023-06-30	$19,714,889	280,639	+4.7%	Shares	Sole	2023-08-15
2023-03-31	$18,643,891	267,949	+8.1%	Shares	Sole	2023-05-15
2022-12-31	$17,704,895	247,933	+1.7%	Shares	Sole	2023-02-15
2022-09-30	$16,575,136	243,752	+12.9%	Shares	Sole	2022-11-16
2022-06-30	$15,401,391	215,978	+3.1%	Shares	Sole	2022-08-23
2022-03-31	$15,196,718	209,581	-4.7%	Shares	Sole	2022-05-16
2021-12-31	$15,083,348	219,938	+8.6%	Shares	Sole	2022-02-14
2021-09-30	$12,555,493	202,606	+6.5%	Shares	Sole	2021-11-16
2021-06-30	$11,515,476	190,307	+25.4%	Shares	Sole	2021-08-16
2021-03-31	$9,434,893	151,784	-4.7%	Shares	Sole	2021-05-17
2020-12-31	$9,779,103	159,191	+11.6%	Shares	Sole	2021-02-16
2020-09-30	$7,733,615	142,634	-11.6%	Shares	Sole	2020-11-17
2020-06-30	$8,364,753	161,326	+85.0%	Shares	Sole	2020-08-14
2020-03-31	$4,722,361	87,225	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.