QRG CAPITAL MANAGEMENT, INC.

Position in SO — Southern Co

CIK 1996454 BERWYN, PA

Position in SO

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$12,734,366

+$2,038,240 QoQ

Shares Held

131,935

+7.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

QRG CAPITAL MANAGEMENT, INC. holds $178,502,923 across 30 Utilities - Regulated Electric names. SO ranks #6 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ED	Consolidated Edison Inc	204,989	$23,200,655
2	NEE	Nextera Energy Inc	243,912	$22,654,546
3	DUK	Duke Energy CORP	167,059	$21,874,705
4	AEP	American Electric Power Co Inc	151,598	$19,871,465
5	EXC	Exelon Corp	313,370	$15,361,397
6	SO	Southern Co This page	131,935	$12,734,366
7	EVRG	Evergy, Inc.	151,560	$12,415,795
8	NGG	National Grid PLC	101,742	$8,607,373

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,734,366	131,935	+7.6%	Shares	Sole	2026-04-27
2025-12-31	$10,696,126	122,662	+6.9%	Shares	Sole	2026-02-02
2025-09-30	$10,874,288	114,744	-8.8%	Shares	Sole	2025-10-28
2025-06-30	$11,550,010	125,776	-8.3%	Shares	Sole	2025-07-21
2025-03-31	$12,613,149	137,174	+8.0%	Shares	Sole	2025-04-17
2024-12-31	$10,456,698	127,025	+2.6%	Shares	Sole	2025-02-05
2024-09-30	$11,167,350	123,834	+28.2%	Shares	Sole	2024-10-30
2024-06-30	$7,493,882	96,608	+7.9%	Shares	Sole	2024-07-12
2024-03-31	$6,424,890	89,558	-6.2%	Shares	Sole	2024-05-07
2023-12-31	$6,693,514	95,458	+8.2%	Shares	Sole	2024-02-07
2023-09-30	$5,708,562	88,204	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.