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Equibles

Vanguard Personalized Indexing Management, LLC

Position in SO — Southern Co

CIK 1767306 OAKLAND, CA
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$15,364,517
+$193,504 QoQ
Shares Held
160,532
+2.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#260
of 2,375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 68% Shared 0% None 32%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Vanguard Personalized Indexing Management, LLC holds $187,744,859 across 34 Utilities - Regulated Electric names. SO ranks #3 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 325,866 $28,601,258
2 DUK
Duke Energy CORP
 142,989 $18,099,547
3 SO
Southern Co
This page 		160,532 $15,364,517
4 AEP
American Electric Power Co Inc
 86,241 $11,798,631
5 D
Dominion Energy, Inc
 143,422 $9,794,288
6 ETR
Entergy Corp /De/
 81,518 $9,363,157
7 ED
Consolidated Edison Inc
 84,010 $9,294,026
8 EXC
Exelon Corp
 182,426 $8,504,700

All Filings in SO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $15,364,517 160,532
2026-03-31 $15,171,013 157,180
2025-12-31 $12,925,917 148,233
2025-09-30 $15,041,610 158,717
2025-06-30 $14,037,225 152,861
2025-03-31 $11,305,620 122,954
2024-12-31 $9,117,680 110,759
2024-09-30 $9,426,605 104,531
2024-06-30 $7,404,056 95,450
2024-03-31 $5,713,588 79,643
2023-12-31 $4,996,610 71,258
2023-09-30 $5,354,868 82,739
2023-06-30 $5,491,512 78,171
2023-03-31 $4,757,741 68,378
2022-12-31 $3,672,830 51,433
2022-09-30 $3,733,948 54,911
2022-06-30 $3,524,995 49,432
2022-03-31 $2,898,007 39,967
2021-12-31 $2,153,000 31,394
2021-09-30 $1,633,219 26,355
2021-06-30 $1,394,452 23,045
2021-03-31 $723,231 11,635
2020-12-31 $278,830 4,539
2020-09-30 $213,355 3,935
2020-06-30 $218,029 4,205
2020-03-31 $252,779 4,669