CIDEL ASSET MANAGEMENT INC

Position in SO — Southern Co

CIK 1621915 TORONTO, A6

Position in SO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$828,752

+$46,747 QoQ

Shares Held

8,659

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,121

of 2,367 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

CIDEL ASSET MANAGEMENT INC holds $126,333,009 across 24 Utilities - Regulated Electric names. SO ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	906,780	$51,895,019
2	CMS	Cms Energy Corp	405,656	$31,032,684
3	WEC	Wec Energy Group, Inc.	222,312	$25,959,372
4	NGG	National Grid PLC	61,790	$5,120,537
5	NEE	Nextera Energy Inc	37,424	$3,284,704
6	DUK	Duke Energy CORP	9,227	$1,167,953
7	EMA	Emera Inc	19,215	$1,018,779
8	SO	Southern Co This page	8,659	$828,752

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$828,752	8,659	+6.9%	Shares	Sole	2026-07-17
2026-03-31	$782,005	8,102	+22.1%	Shares	Sole	2026-04-17
2025-12-31	$578,833	6,638	0.0%	Shares	Sole	2026-01-21
2025-09-30	$629,083	6,638	0.0%	Shares	Sole	2025-11-07
2025-06-30	$609,567	6,638	-3.3%	Shares	Sole	2025-07-29
2025-03-31	$631,328	6,866	-6.5%	Shares	Sole	2025-04-28
2024-12-31	$604,722	7,346	0.0%	Shares	Sole	2025-01-28
2024-09-30	$662,462	7,346	0.0%	Shares	Sole	2024-11-04
2024-06-30	$569,829	7,346	+2.7%	Shares	Sole	2024-07-22
2024-03-31	$513,156	7,153	+2.1%	Shares	Sole	2024-05-08
2023-12-31	$491,260	7,006	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.