Charles Schwab Trust Co

Bank

Position in SO — Southern Co

CIK 1789219 HENDERSON, NV

Position in SO

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$277,559

+$45,911 QoQ

Shares Held

2,900

+20.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,781

of 2,360 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Charles Schwab Trust Co holds $2,519,058 across 5 Utilities - Regulated Electric names. SO ranks #5 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	9,693	$850,754
2	AEP	American Electric Power Co Inc	3,810	$521,246
3	ED	Consolidated Edison Inc	4,300	$475,709
4	DUK	Duke Energy CORP	3,111	$393,790
5	SO	Southern Co This page	2,900	$277,559

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$277,559	2,900	+20.8%	Shares	Sole	2026-07-10
2026-03-31	$231,648	2,400	-52.6%	Shares	Sole	2026-04-10
2025-12-31	$441,232	5,060	+23.1%	Shares	Sole	2026-01-09
2025-09-30	$389,694	4,112	-63.4%	Shares	Sole	2025-10-10
2025-06-30	$1,032,352	11,242	+211.5%	Shares	Sole	2025-07-17
2025-03-31	$331,847	3,609	-22.5%	Shares	Sole	2025-04-10
2024-12-31	$383,528	4,659	0.0%	Shares	Sole	2025-01-16
2024-09-30	$420,148	4,659	0.0%	Shares	Sole	2024-10-09
2024-06-30	$361,398	4,659	-22.4%	Shares	Sole	2024-07-18
2024-03-31	$430,942	6,007	+47.3%	Shares	Sole	2024-04-12
2022-12-31	$291,138	4,077	+8.0%	Shares	Sole	2023-01-26
2021-12-31	$258,820	3,774	0.0%	Shares	Sole	2022-01-14
2021-09-30	$233,874	3,774	-44.3%	Shares	Sole	2021-10-08
2021-06-30	$409,894	6,774	+21.5%	Shares	Sole	2021-08-04
2021-03-31	$346,479	5,574	—	Shares	Sole	2021-04-14
No filing history on record for this holder in this stock.