Perpetual Ltd

Position in SO — Southern Co

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in SO

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$238,126

-$2,015 QoQ

Shares Held

2,488

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#346

of 427 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Perpetual Ltd holds $151,642,387 across 8 Utilities - Regulated Electric names. SO ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp	608,698	$65,130,686
2	XEL	Xcel Energy Inc	688,313	$55,271,533
3	ETR	Entergy Corp /De/	222,552	$25,562,322
4	NGG	National Grid PLC	28,478	$2,359,971
5	PCG	PG&E Corp	104,298	$1,754,292
6	NEE	Nextera Energy Inc	9,976	$875,593
7	DUK	Duke Energy CORP	3,554	$449,864
8	SO	Southern Co This page	2,488	$238,126

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,126	2,488	0.0%	Shares	Sole	2026-07-15
2026-03-31	$240,141	2,488	-64.4%	Shares	Sole	2026-04-14
2025-03-31	$642,178	6,984	0.0%	Shares	Sole	2025-04-24
2024-12-31	$574,922	6,984	0.0%	Shares	Sole	2025-01-17
2024-09-30	$629,817	6,984	0.0%	Shares	Sole	2024-10-09
2024-06-30	$541,748	6,984	-17.7%	Shares	Sole	2024-07-30
2024-03-31	$608,642	8,484	0.0%	Shares	Sole	2024-04-16
2023-12-31	$594,898	8,484	0.0%	Shares	Sole	2024-02-15
2023-09-30	$549,084	8,484	+19.8%	Shares	Sole	2023-10-10
2023-06-30	$497,651	7,084	0.0%	Shares	Sole	2023-07-13
2023-03-31	$492,904	7,084	-33.7%	Shares	Sole	2023-05-08
2020-09-30	$579,286	10,684	0.0%	Shares	Sole	2020-12-08
2020-06-30	$553,965	10,684	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.