Capital International Investors

Position in SO — Southern Co

CIK 1562230 Los Angeles, CA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$99,228,299

-$34,336,945 QoQ

Shares Held

1,036,760

-25.1% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#80

of 2,360 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Capital International Investors holds $3,249,762,929 across 5 Utilities - Regulated Electric names. SO ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CNP	Centerpoint Energy Inc	44,148,583	$1,944,303,595
2	ETR	Entergy Corp /De/	4,800,915	$551,433,096
3	CMS	Cms Energy Corp	5,302,655	$405,653,107
4	EXC	Exelon Corp	5,344,162	$249,144,832
5	SO	Southern Co This page	1,036,760	$99,228,299

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,228,299	1,036,760	-25.1%	Shares	Defined	2026-08-12
2026-03-31	$133,565,244	1,383,809	-87.7%	Shares	Defined	2026-05-13
2025-12-31	$980,481,334	11,244,052	-42.8%	Shares	Defined	2026-02-11
2025-09-30	$1,862,827,835	19,656,303	-24.1%	Shares	Defined	2025-11-13
2025-06-30	$2,377,592,569	25,891,240	+0.5%	Shares	Defined	2025-08-13
2025-03-31	$2,369,661,840	25,771,200	-5.4%	Shares	Defined	2025-05-12
2024-12-31	$2,242,735,711	27,244,117	-4.5%	Shares	Defined	2025-02-13
2024-09-30	$2,572,830,079	28,529,941	-1.0%	Shares	Defined	2024-11-13
2024-06-30	$2,235,798,946	28,822,985	+20.1%	Shares	Defined	2024-08-13
2024-03-31	$1,721,382,145	23,994,733	+45.9%	Shares	Defined	2024-05-14
2023-12-31	$1,153,064,709	16,444,163	+53.2%	Shares	Defined	2024-02-13
2023-09-30	$694,854,500	10,736,318	+92.3%	Shares	Defined	2023-11-13
2023-06-30	$392,185,658	5,582,714	—	Shares	Defined	2023-08-11
No filing history on record for this holder in this stock.