Vestmark Advisory Solutions, Inc.

Position in SO — Southern Co

CIK 1736982 Wakefield, MA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,314,732

+$853,973 QoQ

Shares Held

76,426

+14.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#393

of 2,356 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Vestmark Advisory Solutions, Inc. holds $63,030,703 across 19 Utilities - Regulated Electric names. SO ranks #2 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	174,727	$15,335,788
2	SO	Southern Co This page	76,426	$7,314,732
3	AEP	American Electric Power Co Inc	49,974	$6,836,942
4	D	Dominion Energy, Inc	83,617	$5,710,204
5	WEC	Wec Energy Group, Inc.	40,494	$4,728,483
6	ETR	Entergy Corp /De/	37,368	$4,292,088
7	XEL	Xcel Energy Inc	46,626	$3,744,067
8	NGG	National Grid PLC	37,747	$3,128,092

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,314,732	76,426	+14.2%	Shares	Other	2026-08-14
2026-03-31	$6,460,759	66,937	+635.7%	Shares	Other	2026-05-15
2025-12-31	$793,432	9,099	-10.3%	Shares	Other	2026-02-06
2023-06-30	$712,967	10,149	-20.5%	Shares	Sole	2023-08-07
2023-03-31	$887,910	12,761	+34.0%	Shares	Sole	2023-05-09
2022-12-31	$679,894	9,521	+14.8%	Shares	Sole	2023-01-20
2022-09-30	$563,788	8,291	+9.1%	Shares	Sole	2022-11-03
2022-06-30	$541,813	7,598	-12.1%	Shares	Sole	2022-08-04
2022-03-31	$626,993	8,647	+2.9%	Shares	Sole	2022-04-27
2021-12-31	$576,346	8,404	+2.9%	Shares	Sole	2022-01-31
2021-09-30	$506,108	8,167	+94.6%	Shares	Sole	2021-11-15
2021-06-30	$253,899	4,196	-0.5%	Shares	Sole	2021-08-09
2021-03-31	$262,190	4,218	-10.5%	Shares	Sole	2021-05-10
2020-12-31	$289,458	4,712	+10.6%	Shares	Sole	2021-02-04
2020-09-30	$231,031	4,261	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.