Cresset Asset Management, LLC

Position in SO — Southern Co

CIK 1761013 Chicago, IL

Position in SO

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

Position Value

$1,582,947

+$605,393 QoQ

Shares Held

16,539

+63.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#842

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Utilities · as of Jun 30, 2026

Cresset Asset Management, LLC holds $85,249,756 across 22 Utilities - Regulated Electric names. SO ranks #11 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	296,249	$26,001,774
2	PPL	PPL Corp	295,058	$10,725,358
3	EXC	Exelon Corp	220,583	$10,283,579
4	ED	Consolidated Edison Inc	77,546	$8,578,913
5	XEL	Xcel Energy Inc	87,465	$7,023,439
6	ES	Eversource Energy	84,891	$6,135,072
7	WEC	Wec Energy Group, Inc.	19,059	$2,225,519
8	DUK	Duke Energy CORP	17,146	$2,170,340

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,582,947	16,539	+63.3%	Shares	Sole	2026-08-14
2026-03-31	$977,554	10,128	+5.4%	Shares	Sole	2026-05-15
2025-12-31	$838,166	9,612	+16.4%	Shares	Sole	2026-02-17
2025-09-30	$782,515	8,257	+12.0%	Shares	Sole	2026-01-22
2025-06-30	$677,246	7,375	-45.1%	Shares	Sole	2026-01-22
2025-03-31	$1,234,704	13,428	-23.7%	Shares	Sole	2025-05-13
2024-12-31	$1,448,667	17,598	-74.4%	Shares	Sole	2025-02-14
2024-09-30	$6,191,937	68,662	+5.0%	Shares	Defined	2024-11-14
2024-06-30	$5,074,318	65,416	+7.9%	Shares	Defined	2024-08-14
2024-03-31	$4,348,734	60,618	+12.1%	Shares	Defined	2024-05-15
2023-12-31	$3,792,019	54,079	-1.7%	Shares	Defined	2024-02-14
2023-09-30	$3,561,088	55,023	+12.8%	Shares	Defined	2023-11-14
2023-06-30	$3,425,671	48,764	+563.0%	Shares	Sole	2023-08-14
2023-03-31	$511,760	7,355	-39.0%	Shares	Sole	2023-05-12
2022-12-31	$860,776	12,054	-9.8%	Shares	Sole	2023-02-14
2022-09-30	$908,276	13,357	-22.5%	Shares	Sole	2022-11-14
2022-06-30	$1,228,528	17,228	-11.8%	Shares	Sole	2022-08-15
2022-03-31	$1,415,902	19,527	-3.0%	Shares	Sole	2022-05-16
2021-12-31	$1,380,789	20,134	+44.6%	Shares	Sole	2022-02-10
2021-09-30	$862,932	13,925	+58.8%	Shares	Sole	2021-11-15
2021-06-30	$530,491	8,767	-7.0%	Shares	Sole	2021-08-10
2021-03-31	$585,671	9,422	+59.3%	Shares	Sole	2021-05-12
2020-12-31	$363,419	5,916	+8.8%	Shares	Sole	2021-02-11
2020-09-30	$294,956	5,440	+6.5%	Shares	Sole	2020-11-13
2020-06-30	$264,953	5,110	+7.1%	Shares	Defined	2020-08-04
2020-03-31	$258,356	4,772	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.