Nuveen Asset Management, LLC

Position in SO — Southern Co

CIK 1521019 Chicago, IL

Back to SO Full portfolio

Position in SO

as of Dec 31, 2024 · filed Feb 14, 2025 Compact

Position Value

$451,898,602

-$107,040,103 QoQ

Shares Held

5,489,536

-11.4% QoQ

Ownership

0.487%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Sep 30, 2023

CallValue

$336,544

CallShares

5,200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Dec 31, 2024

Nuveen Asset Management, LLC holds $6,139,739,606 across 33 Utilities - Regulated Electric names. SO ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	20,010,199	$1,434,531,164
2	DUK	Duke Energy CORP	4,838,705	$521,322,075
3	LNT	Alliant Energy Corp	8,073,032	$477,439,110
4	SO	Southern Co This page	5,489,536	$451,898,602
5	AEP	American Electric Power Co Inc	4,719,415	$435,271,644
6	WEC	Wec Energy Group, Inc.	3,935,857	$370,127,990
7	ES	Eversource Energy	5,725,756	$328,830,165
8	AEE	Ameren Corp	2,487,029	$221,693,764

All Filings in SO

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2024-12-31	$451,898,602	5,489,536	-11.4%	Shares	Defined	2025-02-14
2024-09-30	$558,938,705	6,198,034	-17.8%	Shares	Defined	2024-11-14
2024-06-30	$585,023,475	7,541,878	-12.7%	Shares	Defined	2024-08-09
2024-03-31	$619,870,114	8,640,509	+47.5%	Shares	Defined	2024-05-13
2023-12-31	$410,714,296	5,857,306	+8.8%	Shares	Defined	2024-02-14
2023-09-30	$336,544	5,200	-11.9%	Call	Defined	2023-11-14
2023-09-30	$348,429,956	5,383,652	+2.4%	Shares	Defined	2023-11-14
2023-06-30	$369,370,284	5,257,940	+11.1%	Shares	Defined	2023-08-16
2023-03-31	$329,382,534	4,733,868	+6.1%	Shares	Defined	2023-05-15
2023-03-31	$410,522	5,900	+136.0%	Call	Defined	2023-05-15
2022-12-31	$318,635,846	4,462,062	+13.0%	Shares	Defined	2023-02-14
2022-09-30	$268,431,088	3,947,516	+11.7%	Shares	Defined	2022-11-14
2022-06-30 SOLN	—	224,077	-5.2%	Principal	Defined	2022-08-15
2022-06-30	$251,904,356	3,532,525	-3.4%	Shares	Defined	2022-08-15
2022-03-31 SOLN	—	236,398	-9.2%	Principal	Defined	2022-05-16
2022-03-31	$265,119,326	3,656,314	+4.0%	Shares	Defined	2022-05-16
2021-12-31 SOLN	—	260,217	-1.8%	Principal	Defined	2022-02-14
2021-12-31	$241,191,469	3,516,936	-5.7%	Shares	Defined	2022-02-14
2021-09-30 SOLN	—	265,051	-63.8%	Principal	Defined	2021-11-12
2021-09-30	$231,205,172	3,730,921	-3.3%	Shares	Defined	2021-11-12
2021-06-30 SOLN	—	732,035	-32.4%	Principal	Defined	2021-08-16
2021-06-30	$233,556,557	3,859,801	+1.4%	Shares	Defined	2021-08-16
2021-03-31 SOLN	—	1,083,035	-4.6%	Principal	Defined	2021-05-17
2021-03-31	$155,400	2,500	-87.0%	Call	Defined	2021-05-17
2021-03-31	$236,717,960	3,808,204	-2.3%	Shares	Defined	2021-05-17
2020-12-31 SOLN	—	1,134,729	+154.1%	Principal	Defined	2021-05-17
2020-12-31	$239,507,829	3,898,874	-21.1%	Shares	Defined	2021-05-17
2020-09-30 SOLN	—	446,644	0.0%	Principal	Defined	2020-11-16
2020-09-30	$267,974,270	4,942,351	-3.2%	Shares	Defined	2020-11-16
2020-06-30 SOLN	—	446,644	-12.2%	Principal	Defined	2020-08-25
2020-06-30	$264,842,591	5,107,861	-0.4%	Shares	Defined	2020-08-25
2020-06-30	$1,000,705	19,300	—	Call	Defined	2020-08-25
2020-03-31 SOLN	—	508,891	—	Principal	Defined	2020-05-14
2020-03-31	$277,757,039	5,130,348	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.