Russell Investments Group, Ltd.

Position in SO — Southern Co

CIK 1692234 Seattle, WA

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$117,312,384

+$4,910,942 QoQ

Shares Held

6,689,322

+34.8% QoQ

Ownership

0.593%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#71

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Russell Investments Group, Ltd. holds $2,322,725,645 across 38 Utilities - Regulated Electric names. SO ranks #7 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,858,233	$426,407,104
2	AEP	American Electric Power Co Inc	1,404,425	$192,139,378
3	XEL	Xcel Energy Inc	2,373,871	$190,621,834
4	DUK	Duke Energy CORP	1,353,044	$171,268,305
5	EIX	Edison International	2,170,745	$161,611,960
6	ETR	Entergy Corp /De/	1,358,652	$156,054,762
7	SO	Southern Co This page	6,689,322	$117,312,384
8	EXC	Exelon Corp	2,431,926	$113,376,385

All Filings in SO

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$5,492,290	5,521,000	+43.8%	Shares	Other	2026-08-06
2026-06-30	$111,820,094	1,168,322	+4.0%	Shares	Defined	2026-08-06
2026-03-31 SOMN	$3,947,520	3,840,000	+38.5%	Shares	Other	2026-05-08
2026-03-31	$108,453,922	1,123,642	-10.4%	Shares	Defined	2026-05-08
2025-12-31 SOMN	$2,792,462	2,772,500	—	Shares	Other	2026-02-17
2025-12-31	$109,360,741	1,254,137	-3.2%	Shares	Defined	2026-02-17
2025-09-30	$122,843,050	1,296,223	+13.0%	Shares	Defined	2025-11-13
2025-06-30	$105,331,025	1,147,022	+12.0%	Shares	Defined	2025-08-13
2025-03-31	$94,189,806	1,024,359	-16.1%	Shares	Defined	2025-05-13
2024-12-31	$100,471,800	1,220,503	+3.1%	Shares	Defined	2025-02-13
2024-09-30	$106,784,389	1,184,125	-20.2%	Shares	Sole	2024-11-13
2024-06-30	$115,150,800	1,484,476	+16.4%	Shares	Sole	2024-08-08
2024-03-31	$91,499,847	1,275,437	-5.1%	Shares	Defined	2024-05-08
2023-12-31	$94,199,556	1,343,405	-0.6%	Shares	Defined	2024-02-05
2023-09-30	$87,490,693	1,351,834	+7.0%	Shares	Sole	2023-11-13
2023-06-30	$88,770,145	1,263,632	+12.1%	Shares	Defined	2023-08-10
2023-03-31	$78,461,188	1,127,640	+140.0%	Shares	Defined	2023-05-09
2022-12-31	$33,558,199	469,937	+53.1%	Shares	Defined	2023-02-08
2022-09-30	$20,877,768	307,026	-7.2%	Shares	Defined	2022-11-04
2022-06-30 SOLN	—	3,711,300	0.0%	Shares	Defined	2022-07-29
2022-06-30	$23,604,036	331,006	-16.4%	Shares	Defined	2022-07-29
2022-03-31 SOLN	—	3,711,300	0.0%	Shares	Defined	2022-05-05
2022-03-31	$28,701,776	395,832	-7.1%	Shares	Defined	2022-05-05
2021-12-31 SOLN	—	3,711,300	-4.1%	Shares	Defined	2022-01-21
2021-12-31	$29,209,591	425,920	-28.8%	Shares	Defined	2022-01-21
2021-09-30 SOLN	—	3,868,800	0.0%	Shares	Defined	2021-11-08
2021-09-30	$37,063,326	598,085	-20.3%	Shares	Defined	2021-11-08
2021-06-30 SOLN	—	3,868,800	+4900.0%	Shares	Defined	2021-08-04
2021-06-30	$45,401,135	750,308	+5.0%	Shares	Defined	2021-08-04
2021-03-31	$44,434,700	714,844	+62.2%	Shares	Defined	2021-05-10
2020-12-31 SOLN	—	77,376	-4.6%	Shares	Defined	2021-02-08
2020-12-31	$27,073,182	440,716	-25.0%	Shares	Defined	2021-02-08
2020-09-30 SOLN	—	81,079	—	Shares	Defined	2020-11-09
2020-09-30	$31,845,790	587,344	-14.6%	Shares	Defined	2020-11-09
2020-06-30 SOLN	—	83,925	0.0%	Principal	Defined	2020-08-05
2020-06-30	$35,647,650	687,515	-19.4%	Shares	Defined	2020-08-05
2020-03-31 SOLN	—	83,925	—	Principal	Defined	2020-05-06
2020-03-31	$46,182,229	853,015	—	Shares	Defined	2020-05-06
No filing history on record for this holder in this stock.