Richard Bernstein Advisors LLC

Position in SO — Southern Co

CIK 1528214 NEW YORK, NY

Position in SO

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,631,381

+$157,527 QoQ

Shares Held

16,902

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Richard Bernstein Advisors LLC holds $12,058,470 across 7 Utilities - Regulated Electric names. SO ranks #4 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	51,075	$2,503,696
2	ETR	Entergy Corp /De/	21,340	$2,397,762
3	DUK	Duke Energy CORP	12,486	$1,634,916
4	SO	Southern Co This page	16,902	$1,631,381
5	NEE	Nextera Energy Inc	16,501	$1,532,612
6	CNP	Centerpoint Energy Inc	28,472	$1,228,851
7	PEG	Public Service Enterprise Group Inc	13,950	$1,129,252

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,631,381	16,902	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,473,854	16,902	-9.9%	Shares	Sole	2026-02-03
2025-09-30	$1,777,600	18,757	-50.5%	Shares	Sole	2025-11-13
2025-06-30	$3,482,285	37,921	-13.1%	Shares	Sole	2025-08-06
2024-06-30	$3,384,223	43,628	0.0%	Shares	Sole	2024-07-30
2024-03-31	$3,129,872	43,628	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,059,195	43,628	-19.3%	Shares	Sole	2024-02-14
2023-09-30	$3,497,404	54,039	0.0%	Shares	Sole	2023-11-14
2023-06-30	$3,796,239	54,039	0.0%	Shares	Sole	2023-08-11
2023-03-31	$3,760,033	54,039	0.0%	Shares	Sole	2023-05-12
2022-12-31	$3,858,924	54,039	0.0%	Shares	Sole	2023-02-14
2022-09-30	$3,674,652	54,039	-11.5%	Shares	Sole	2022-11-14
2022-06-30	$4,354,045	61,058	+13.8%	Shares	Sole	2022-08-02
2022-03-31	$3,889,943	53,647	0.0%	Shares	Sole	2022-05-12
2021-12-31	$3,679,111	53,647	+74.5%	Shares	Sole	2022-02-11
2020-03-31	$1,664,155	30,738	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.