Aberdeen Group plc

Position in SO — Southern Co

CIK 1716774 EDINBURGH, X0

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Position in SO

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$19,087,828

-$23,502,490 QoQ

Shares Held

199,434

-54.8% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#223

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Aberdeen Group plc holds $1,073,900,789 across 25 Utilities - Regulated Electric names. SO ranks #15 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,849,554	$250,105,353
2	PEG	Public Service Enterprise Group Inc	1,186,493	$96,295,771
3	PCG	PG&E Corp	5,322,304	$89,521,153
4	CMS	Cms Energy Corp	831,675	$63,623,137
5	ES	Eversource Energy	872,259	$63,038,157
6	CNP	Centerpoint Energy Inc	1,382,422	$60,881,864
7	ED	Consolidated Edison Inc	544,740	$60,264,585
8	EXC	Exelon Corp	1,246,923	$58,131,549

All Filings in SO

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,087,828	199,434	-54.8%	Shares	Defined	2026-07-31
2026-03-31	$42,590,318	441,259	+2.4%	Shares	Defined	2026-04-29
2025-12-31	$37,565,323	430,795	-0.6%	Shares	Defined	2026-01-16
2025-09-30	$41,074,454	433,412	-10.6%	Shares	Defined	2025-11-07
2025-06-30	$44,529,100	484,908	+7.7%	Shares	Defined	2025-07-24
2025-03-31	$41,380,533	450,033	+3.1%	Shares	Defined	2025-05-13
2024-12-31	$35,944,368	436,642	+2.8%	Shares	Defined	2025-01-24
2024-09-30	$38,302,421	424,733	+5.5%	Shares	Defined	2024-10-25
2024-06-30	$31,240,153	402,735	-10.6%	Shares	Defined	2024-08-09
2024-03-31	$32,315,569	450,454	+0.3%	Shares	Defined	2024-05-09
2023-12-31	$31,478,550	448,924	+72.6%	Shares	Defined	2024-01-31
2023-09-30	$16,834,318	260,110	-2.9%	Shares	Defined	2023-11-07
2023-06-30	$18,809,788	267,755	-1.2%	Shares	Defined	2024-06-20
2023-03-31	$18,861,815	271,081	+0.3%	Shares	Defined	2024-06-20
2022-12-31	$19,309,048	270,397	+4.8%	Shares	Defined	2024-06-20
2022-09-30	$17,545,768	258,026	+2.0%	Shares	Defined	2022-11-10
2022-06-30	$18,043,639	253,031	-3.5%	Shares	Defined	2022-08-05
2022-03-31	$19,019,589	262,303	-35.2%	Shares	Defined	2022-05-04
2021-12-31	$27,754,393	404,701	-9.5%	Shares	Defined	2022-02-10
2021-09-30	$27,704,802	447,068	-10.8%	Shares	Defined	2021-11-15
2021-06-30	$30,312,181	500,945	-7.8%	Shares	Defined	2021-08-10
2021-03-31	$33,776,810	543,385	+5.6%	Shares	Defined	2021-05-06
2020-12-31	$31,618,081	514,701	+0.4%	Shares	Defined	2021-02-10
2020-09-30	$27,808,623	512,885	-12.2%	Shares	Defined	2020-10-21
2020-06-30	$30,299,116	584,361	-2.0%	Shares	Defined	2020-08-10
2020-03-31	$32,295,049	596,510	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.