Linden Thomas Advisory Services, LLC

Position in SO — Southern Co

CIK 1965702 Charlotte, NC

Position in SO

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,662,843

+$101,589 QoQ

Shares Held

27,822

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#653

of 2,360 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Linden Thomas Advisory Services, LLC holds $6,885,151 across 5 Utilities - Regulated Electric names. SO ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	27,822	$2,662,843
2	FE	Firstenergy Corp	44,227	$2,102,551
3	PNW	Pinnacle West Capital Corp	10,811	$1,156,777
4	OGE	Oge Energy Corp.	14,882	$724,158
5	NEE	Nextera Energy Inc	2,721	$238,822

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,662,843	27,822	+4.8%	Shares	Sole	2026-07-16
2026-03-31	$2,561,254	26,536	+2.9%	Shares	Sole	2026-04-10
2025-12-31	$2,249,236	25,794	+2.8%	Shares	Sole	2026-01-16
2025-09-30	$2,378,916	25,102	+1.0%	Shares	Sole	2025-11-06
2025-06-30	$2,283,077	24,862	+4.4%	Shares	Sole	2025-07-31
2025-03-31	$2,190,065	23,818	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$1,953,042	23,725	+0.1%	Shares	Sole	2025-01-21
2024-09-30	$2,138,348	23,712	-0.2%	Shares	Sole	2024-10-17
2024-06-30	$1,843,140	23,761	-0.3%	Shares	Sole	2024-07-10
2024-03-31	$1,710,568	23,844	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$1,667,383	23,779	+4.9%	Shares	Sole	2024-02-01
2023-09-30	$1,466,814	22,664	-2.9%	Shares	Sole	2023-10-20
2023-06-30	$1,640,267	23,349	+2.9%	Shares	Sole	2023-07-27
2023-03-31	$1,579,535	22,701	+11.9%	Shares	Sole	2023-04-25
2022-12-31	$1,448,051	20,278	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.