Symmetry Partners, LLC

Position in SO — Southern Co

CIK 1697493 GLASTONBURY, CT

Position in SO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$373,173

-$1,228 QoQ

Shares Held

3,899

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,585

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Symmetry Partners, LLC holds $1,454,649 across 5 Utilities - Regulated Electric names. SO ranks #1 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	3,899	$373,173
2	EIX	Edison International	4,998	$372,101
3	AEP	American Electric Power Co Inc	1,899	$259,802
4	PCG	PG&E Corp	14,650	$246,413
5	DUK	Duke Energy CORP	1,605	$203,160

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$373,173	3,899	+0.5%	Shares	Sole	2026-07-23
2026-03-31	$374,401	3,879	+0.2%	Shares	Sole	2026-04-27
2025-12-31	$337,638	3,872	-7.1%	Shares	Sole	2026-01-27
2025-09-30	$394,906	4,167	+12.3%	Shares	Sole	2025-10-15
2025-06-30	$340,872	3,712	+5.6%	Shares	Sole	2025-07-17
2025-03-31	$323,296	3,516	0.0%	Shares	Sole	2025-04-23
2024-12-31	$289,437	3,516	-44.1%	Shares	Sole	2025-02-11
2024-06-30	$488,148	6,293	-13.5%	Shares	Sole	2024-07-11
2024-03-31	$521,836	7,274	+24.9%	Shares	Sole	2024-04-02
2023-12-31	$408,378	5,824	-15.1%	Shares	Sole	2024-01-02
2023-09-30	$443,720	6,856	0.0%	Shares	Sole	2023-10-10
2023-06-30	$481,634	6,856	0.0%	Shares	Sole	2023-07-05
2023-03-31	$477,040	6,856	-67.6%	Shares	Sole	2023-04-03
2022-12-31	$1,511,321	21,164	+146.9%	Shares	Sole	2023-01-06
2022-09-30	$582,828	8,571	0.0%	Shares	Sole	2022-10-03
2022-06-30	$611,198	8,571	0.0%	Shares	Sole	2022-07-11
2022-03-31	$621,483	8,571	0.0%	Shares	Sole	2022-04-04
2021-12-31	$587,799	8,571	-7.6%	Shares	Sole	2022-01-11
2021-09-30	$574,647	9,273	0.0%	Shares	Sole	2021-10-18
2021-06-30	$561,109	9,273	0.0%	Shares	Sole	2021-07-07
2021-03-31	$576,409	9,273	0.0%	Shares	Sole	2021-05-03
2020-12-31	$569,640	9,273	0.0%	Shares	Sole	2021-02-18
2020-09-30	$502,782	9,273	-0.8%	Shares	Sole	2020-11-03
2020-03-31	$506,317	9,352	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.