Creative Planning

Position in SO — Southern Co

CIK 1540235 OVERLAND PARK, KS

Position in SO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$56,904,041

+$14,957,703 QoQ

Shares Held

589,557

+22.6% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3149822663457477.ToString("F0")% Shared 0.ToString("F0")% None 99.68501773365426.ToString("F0")%

Utilities · as of Mar 31, 2026

Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. SO ranks #3 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,047,897	$97,328,672
2	DUK	Duke Energy CORP	443,982	$58,135,002
3	SO	Southern Co This page	589,557	$56,904,041
4	AEP	American Electric Power Co Inc	399,995	$52,431,344
5	XEL	Xcel Energy Inc	441,228	$35,051,152
6	ED	Consolidated Edison Inc	272,746	$30,869,391
7	EVRG	Evergy, Inc.	375,646	$30,772,919
8	D	Dominion Energy, Inc	448,328	$27,715,636

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$56,904,041	589,557	+22.6%	Shares	Defined	2026-05-12
2025-12-31	$41,946,338	481,036	+3.4%	Shares	Sole	2026-02-17
2025-09-30	$44,078,948	465,115	+3.5%	Shares	Sole	2025-11-14
2025-06-30	$41,259,310	449,301	+0.9%	Shares	Sole	2025-08-08
2025-03-31	$40,963,356	445,496	+15.9%	Shares	Sole	2025-05-15
2024-12-31	$31,629,648	384,228	+4.2%	Shares	Defined	2025-02-14
2024-09-30	$33,244,496	368,646	+3.4%	Shares	Defined	2024-10-11
2024-06-30	$27,664,163	356,635	+8.5%	Shares	Defined	2024-08-15
2024-03-31	$23,579,932	328,686	+6.4%	Shares	Defined	2024-05-13
2023-12-31	$21,665,396	308,976	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$19,147,411	295,850	+4.4%	Shares	Sole	2023-11-16
2023-06-30	$19,900,419	283,280	+4.3%	Shares	Sole	2023-07-21
2023-03-31	$18,902,728	271,669	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$19,089,892	267,328	+2.2%	Shares	Sole	2023-02-10
2022-09-30	$17,787,236	261,577	+1.0%	Shares	Sole	2022-11-03
2022-06-30	$18,468,576	258,990	+12.0%	Shares	Sole	2022-08-15
2022-03-31	$16,764,457	231,202	+3.6%	Shares	Sole	2022-05-16
2021-12-31	$15,310,142	223,245	-3.3%	Shares	Sole	2022-02-11
2021-09-30	$14,308,067	230,887	+2.8%	Shares	Sole	2021-11-10
2021-06-30	$13,586,854	224,539	-10.0%	Shares	Sole	2021-08-04
2021-03-31	$15,508,298	249,490	+4.5%	Shares	Sole	2021-04-30
2020-12-31	$14,673,108	238,859	+1.2%	Shares	Sole	2021-01-29
2020-09-30	$12,801,992	236,112	+13.8%	Shares	Sole	2020-11-05
2020-06-30	$10,759,030	207,503	-0.6%	Shares	Sole	2020-07-23
2020-03-31	$11,300,209	208,722	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.