V-Square Quantitative Management LLC

Position in SO — Southern Co

CIK 1943239 CHICAGO, IL

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$766,062

+$5,292 QoQ

Shares Held

8,004

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,166

of 2,354 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

V-Square Quantitative Management LLC holds $14,466,668 across 24 Utilities - Regulated Electric names. SO ranks #8 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	14,917	$1,309,265
2	ED	Consolidated Edison Inc	10,666	$1,179,979
3	EIX	Edison International	14,225	$1,059,051
4	EXC	Exelon Corp	21,459	$1,000,418
5	DUK	Duke Energy CORP	7,160	$906,312
6	CMS	Cms Energy Corp	11,560	$884,340
7	PEG	Public Service Enterprise Group Inc	9,866	$800,724
8	SO	Southern Co This page	8,004	$766,062

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$766,062	8,004	+1.5%	Shares	Sole	2026-07-27
2026-03-31	$760,770	7,882	+17.6%	Shares	Sole	2026-04-27
2025-12-31	$584,588	6,704	+53.2%	Shares	Sole	2026-01-22
2025-06-30	$401,848	4,376	-1.4%	Shares	Sole	2025-07-17
2025-03-31	$407,982	4,437	-7.8%	Shares	Sole	2025-05-13
2024-12-31	$395,959	4,810	+18.4%	Shares	Sole	2025-01-30
2024-09-30	$366,401	4,063	+44.7%	Shares	Sole	2024-10-17
2024-06-30	$217,738	2,807	-42.0%	Shares	Sole	2024-07-16
2024-03-31	$347,149	4,839	0.0%	Shares	Sole	2024-04-24
2023-12-31	$339,310	4,839	+5.4%	Shares	Sole	2024-02-21
2023-09-30	$297,258	4,593	+132.1%	Shares	Sole	2023-11-13
2023-06-30	$139,024	1,979	—	Shares	Sole	2023-07-26
No filing history on record for this holder in this stock.