Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.

Broker-Dealer

Position in SO — Southern Co

CIK 1545545 TOKYO, M0

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Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$63,838

-$125,823 QoQ

Shares Held

667

-66.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,160

of 2,360 holders

Holding Since

Sep 2021

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. holds $376,589 across 6 Utilities - Regulated Electric names. SO ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXC	Exelon Corp	1,385	$64,568
2	AEP	American Electric Power Co Inc	467	$63,890
3	SO	Southern Co This page	667	$63,838
4	DUK	Duke Energy CORP	501	$63,416
5	ETR	Entergy Corp /De/	545	$62,598
6	NEE	Nextera Energy Inc	664	$58,279

All Filings in SO

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9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,838	667	-66.1%	Shares	Defined	2026-07-15
2026-03-31	$189,661	1,965	-20.5%	Shares	Defined	2026-04-30
2025-12-31	$215,471	2,471	+6077.5%	Shares	Defined	2026-02-10
2022-12-31	$2,856	40	-98.0%	Shares	Defined	2023-01-24
2022-09-30	$138,040	2,030	+2155.6%	Shares	Defined	2022-11-08
2022-06-30	$6,417	90	0.0%	Shares	Defined	2022-08-02
2022-03-31	$6,525	90	-75.0%	Shares	Defined	2022-05-04
2021-12-31	$24,688	360	-50.0%	Shares	Defined	2022-02-10
2021-09-30	$44,618	720	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.