State of Tennessee, Department of Treasury

Position in SO — Southern Co

CIK 1587973 NASHVILLE, TN

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$29,639,168

+$2,861,967 QoQ

Shares Held

307,078

0.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

State of Tennessee, Department of Treasury holds $426,773,859 across 32 Utilities - Regulated Electric names. SO ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	757,991	$70,402,204
2	DUK	Duke Energy CORP	270,654	$35,439,434
3	AEP	American Electric Power Co Inc	234,762	$30,772,602
4	SO	Southern Co This page	307,078	$29,639,168
5	ETR	Entergy Corp /De/	196,701	$22,101,324
6	EXC	Exelon Corp	419,768	$20,577,027
7	D	Dominion Energy, Inc	298,942	$18,480,594
8	PCG	PG&E Corp	966,363	$16,978,997

All Filings in SO

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,639,168	307,078	0.0%	Shares	Sole	2026-05-15
2025-12-31	$26,777,201	307,078	-21.1%	Shares	Sole	2026-02-18
2025-09-30	$36,890,359	389,262	+1.5%	Shares	Sole	2025-11-14
2025-06-30	$35,202,204	383,341	+3.0%	Shares	Sole	2025-08-15
2025-03-31	$34,212,204	372,074	-7.7%	Shares	Sole	2025-05-13
2024-12-31	$33,189,859	403,181	-4.3%	Shares	Sole	2025-02-13
2024-09-30	$37,975,970	421,113	-10.5%	Shares	Sole	2024-11-14
2024-06-30	$36,496,219	470,494	+24.8%	Shares	Sole	2024-08-13
2024-03-31	$27,054,517	377,119	-26.7%	Shares	Sole	2024-05-14
2023-12-31	$36,095,391	514,766	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$32,484,068	501,917	+75.8%	Shares	Sole	2023-11-14
2023-06-30	$20,059,114	285,539	0.0%	Shares	Sole	2023-08-15
2023-03-31	$19,867,803	285,539	+4.6%	Shares	Sole	2023-05-12
2022-12-31	$19,492,930	272,972	-15.6%	Shares	Sole	2023-02-15
2022-09-30	$21,994,668	323,451	0.0%	Shares	Sole	2023-01-26
2022-06-30	$23,065,289	323,451	+16.3%	Shares	Sole	2022-08-15
2022-03-31	$20,165,537	278,107	+57.9%	Shares	Sole	2022-05-11
2021-12-31	$12,081,532	176,167	-1.5%	Shares	Sole	2022-02-15
2021-09-30	$11,084,697	178,872	-5.1%	Shares	Sole	2021-11-12
2021-06-30	$11,409,947	188,563	+0.4%	Shares	Sole	2021-08-11
2021-03-31	$11,678,620	187,880	-0.9%	Shares	Sole	2021-05-10
2020-12-31	$11,644,855	189,563	-11.1%	Shares	Sole	2021-02-09
2020-09-30	$11,563,011	213,261	-1.8%	Shares	Sole	2020-11-16
2020-06-30	$11,257,153	217,110	-11.9%	Shares	Sole	2020-08-13
2020-03-31	$13,349,245	246,569	—	Shares	Sole	2020-05-28
No filing history on record for this holder in this stock.