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Equibles

Metis Global Partners, LLC

Position in SO — Southern Co

CIK 1594916 San Diego, CA
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$11,495,823
+$161,769 QoQ
Shares Held
120,111
+2.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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

Metis Global Partners, LLC holds $100,467,380 across 25 Utilities - Regulated Electric names. SO ranks #2 (11.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 245,711 $21,566,054
2 SO
Southern Co
This page 		120,111 $11,495,823
3 DUK
Duke Energy CORP
 84,401 $10,683,478
4 AEP
American Electric Power Co Inc
 58,757 $8,038,545
5 EXC
Exelon Corp
 149,839 $6,985,494
6 ETR
Entergy Corp /De/
 56,685 $6,510,839
7 D
Dominion Energy, Inc
 93,312 $6,372,276
8 XEL
Xcel Energy Inc
 65,010 $5,220,303

All Filings in SO

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,495,823 120,111
2026-03-31 $11,334,054 117,427
2025-12-31 $10,355,523 118,756
2025-09-30 $10,975,029 115,807
2025-06-30 $9,103,107 99,130
2025-03-31 $8,508,041 92,529
2024-12-31 $6,749,499 81,991
2024-09-30 $7,052,076 78,200
2024-06-30 $5,254,746 67,742
2024-03-31 $4,625,795 64,480
2023-12-31 $4,453,040 63,506
2023-09-30 $4,212,948 65,095
2023-06-30 $3,991,675 56,821
2023-03-31 $2,373,443 34,111
2022-12-31 $1,615,294 22,620
2022-09-30 $1,070,388 15,741
2022-06-30 $1,131,689 15,870
2022-03-31 $1,214,107 16,744
2021-12-31 $633,061 9,231