Vontobel Holding Ltd.

Position in SO — Southern Co

CIK 1588340 ZURICH, V8

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,033,548

+$32,305 QoQ

Shares Held

21,247

+2.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#755

of 2,360 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Utilities · as of Jun 30, 2026

Vontobel Holding Ltd. holds $274,221,777 across 22 Utilities - Regulated Electric names. SO ranks #7 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,391,408	$209,893,877
2	ES	Eversource Energy	511,826	$36,989,663
3	DUK	Duke Energy CORP	54,885	$6,947,342
4	CNP	Centerpoint Energy Inc	120,112	$5,289,732
5	EIX	Edison International	42,126	$3,136,279
6	AEP	American Electric Power Co Inc	16,051	$2,195,936
7	SO	Southern Co This page	21,247	$2,033,548
8	XEL	Xcel Energy Inc	19,737	$1,584,880

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,033,548	21,247	+2.5%	Shares	Defined	2026-08-03
2026-03-31	$2,001,243	20,734	+23.8%	Shares	Defined	2026-05-08
2025-12-31	$1,460,337	16,747	-4.9%	Shares	Defined	2026-02-13
2025-09-30	$1,668,708	17,608	+95.4%	Shares	Defined	2025-10-15
2025-06-30	$827,479	9,011	-38.9%	Shares	Defined	2025-07-23
2025-03-31	$1,356,814	14,756	-23.4%	Shares	Defined	2025-04-28
2024-12-31	$1,585,071	19,255	+491.0%	Shares	Defined	2025-01-30
2022-03-31	$236,236	3,258	-37.1%	Shares	Defined	2022-05-13
2021-12-31	$355,243	5,180	-70.5%	Shares	Defined	2022-02-14
2021-09-30	$1,087,510	17,549	+4.7%	Shares	Defined	2021-10-29
2021-06-30	$1,014,510	16,766	-7.0%	Shares	Defined	2021-08-06
2021-03-31	$1,120,931	18,033	+5.0%	Shares	Defined	2021-05-11
2020-12-31	$1,055,244	17,178	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.