Cetera Investment Advisers

Position in SO — Southern Co

CIK 1666741 SCHAUMBURG, IL

Position in SO

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$77,070,158

+$10,351,171 QoQ

Shares Held

798,489

+4.4% QoQ

Ownership

0.071%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

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

Utilities · as of Mar 31, 2026

Cetera Investment Advisers holds $617,493,979 across 35 Utilities - Regulated Electric names. SO ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,090,787	$101,312,296
2	DUK	Duke Energy CORP	689,224	$90,246,990
3	SO	Southern Co This page	798,489	$77,070,158
4	AEP	American Electric Power Co Inc	286,672	$37,576,965
5	WEC	Wec Energy Group, Inc.	257,158	$29,771,181
6	ETR	Entergy Corp /De/	248,690	$27,942,808
7	D	Dominion Energy, Inc	361,632	$22,356,090
8	PEG	Public Service Enterprise Group Inc	254,562	$20,606,793

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$77,070,158	798,489	+4.4%	Shares	Sole	2026-05-13
2025-12-31	$66,718,987	765,126	+7.2%	Shares	Sole	2026-02-17
2025-09-30	$67,659,619	713,935	+17.7%	Shares	Sole	2025-11-14
2025-06-30	$55,689,936	606,446	+5.3%	Shares	Sole	2025-08-08
2025-03-31	$52,959,154	575,956	+7.1%	Shares	Sole	2025-05-06
2024-12-31	$44,260,500	537,664	+3.3%	Shares	Sole	2025-02-14
2024-09-30	$46,936,164	520,472	-1.5%	Shares	Sole	2024-11-13
2024-06-30	$40,996,598	528,511	-1.2%	Shares	Sole	2024-08-22
2024-03-31	$38,359,951	534,708	+161.6%	Shares	Sole	2024-05-24
2023-12-31	$14,332,948	204,406	-0.9%	Shares	Sole	2024-02-13
2023-09-30	$13,348,176	206,245	-4.9%	Shares	Sole	2023-11-14
2023-06-30	$15,234,274	216,858	+13.6%	Shares	Sole	2023-08-10
2023-03-31	$13,281,430	190,880	+6.9%	Shares	Sole	2023-05-15
2022-12-31	$12,746,113	178,492	+64.9%	Shares	Sole	2023-02-14
2022-09-30	$7,361,476	108,257	-8.6%	Shares	Sole	2022-11-14
2022-06-30	$8,444,458	118,419	-0.1%	Shares	Sole	2022-08-11
2022-03-31	$8,597,800	118,574	-5.8%	Shares	Sole	2022-05-13
2021-12-31	$8,633,467	125,889	+6.0%	Shares	Sole	2022-02-14
2021-09-30	$7,357,945	118,734	+2.2%	Shares	Sole	2021-11-16
2021-06-30	$7,027,328	116,135	+13.0%	Shares	Sole	2021-08-13
2021-03-31	$6,388,991	102,783	-7.3%	Shares	Sole	2021-05-17
2020-12-31	$6,810,006	110,858	+195.3%	Shares	Sole	2021-02-17
2020-09-30	$2,035,689	37,545	+55.9%	Shares	Sole	2020-11-13
2020-06-30	$1,248,444	24,078	+14.6%	Shares	Sole	2020-08-13
2020-03-31	$1,137,318	21,007	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.