Empower Advisory Group, LLC

Position in SO — Southern Co

CIK 1978885 Greenwood Village, CO

Position in SO

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$152,819,247

+$25,455,015 QoQ

Shares Held

1,583,291

+8.4% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Utilities · as of Mar 31, 2026

Empower Advisory Group, LLC holds $1,104,942,454 across 12 Utilities - Regulated Electric names. SO ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,108,480	$195,835,622
2	DUK	Duke Energy CORP	1,358,766	$177,916,820
3	SO	Southern Co This page	1,583,291	$152,819,247
4	AEP	American Electric Power Co Inc	867,624	$113,728,153
5	PPL	PPL Corp	2,663,033	$101,727,860
6	PNW	Pinnacle West Capital Corp	887,609	$89,426,606
7	ES	Eversource Energy	1,276,081	$88,406,891
8	EVRG	Evergy, Inc.	1,068,450	$87,527,424

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$152,819,247	1,583,291	+8.4%	Shares	Sole	2026-05-14
2025-12-31	$127,364,232	1,460,599	-2.8%	Shares	Sole	2026-02-12
2025-09-30	$142,345,961	1,502,015	+2.1%	Shares	Sole	2025-11-14
2025-06-30	$135,116,825	1,471,380	+2.2%	Shares	Sole	2025-08-08
2025-03-31	$132,322,670	1,439,072	+2.7%	Shares	Sole	2025-05-09
2024-12-31	$115,384,980	1,401,664	+2.6%	Shares	Sole	2025-01-31
2024-09-30	$123,191,110	1,366,058	+1.6%	Shares	Sole	2024-11-05
2024-06-30	$104,279,833	1,344,332	+1.1%	Shares	Sole	2024-07-25
2024-03-31	$95,434,574	1,330,284	+3.3%	Shares	Sole	2024-05-02
2023-12-31	$90,334,053	1,288,278	+3.2%	Shares	Sole	2024-02-07
2023-09-30	$80,829,261	1,248,907	+2.6%	Shares	Sole	2023-11-06
2023-06-30	$85,537,734	1,217,619	+1.4%	Shares	Sole	2023-08-10
2023-03-31	$83,533,503	1,200,539	—	Shares	Sole	2023-05-25
No filing history on record for this holder in this stock.