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Equibles

BARCLAYS PLC

Position in SO — Southern Co

CIK 312069 LONDON, X0
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$258,529,744
-$182,034,925 QoQ
Shares Held
2,701,178
-40.8% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#43
of 2,359 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Dec 31, 2025
CallValue
$0
CallShares
0
PutValue
$436,000
PutShares
5,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

BARCLAYS PLC holds $5,466,205,479 across 38 Utilities - Regulated Electric names. SO ranks #7 (4.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AEP
American Electric Power Co Inc
 6,836,683 $935,326,600
2 PPL
PPL Corp
 14,884,913 $542,929,467
3 ETR
Entergy Corp /De/
 4,094,420 $470,285,080
4 WEC
Wec Energy Group, Inc.
 3,217,999 $375,765,742
5 AEE
Ameren Corp
 2,577,609 $291,372,919
6 DUK
Duke Energy CORP
 2,055,125 $260,137,721
7 SO
Southern Co
This page 		2,701,178 $258,529,744
8 DTE
Dte Energy Co
 1,633,097 $248,834,988

All Filings in SO

Export CSV
45 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $258,529,744 2,701,178
2026-03-31 $440,564,669 4,564,491
2025-12-31 SOMN $1,041,797 20,687
2025-12-31 $382,900,780 4,391,064
2025-12-31 $436,000 5,000
2025-06-30 $459,150 5,000
2025-06-30 $253,892,775 2,764,813
2025-03-31 $224,648,745 2,443,162
2025-03-31 $459,750 5,000
2024-12-31 $411,600 5,000
2024-12-31 $148,162,662 1,799,838
2024-09-30 $208,021,721 2,306,739
2024-06-30 $205,200,728 2,645,362
2024-03-31 $201,477,483 2,808,440
2023-12-31 $242,863,913 3,463,547
2023-09-30 $137,018,839 2,117,102
2023-06-30 $155,991,669 2,220,522
2023-03-31 $95,046,278 1,366,000
2022-12-31 $92,457,096 1,294,736
2022-09-30 $78,872,860 1,159,895
2022-06-30 SOLN — 37,434
2022-06-30 $75,172,147 1,054,160
2022-03-31 $90,594,499 1,249,407
2022-03-31 $3,451,476 47,600
2022-03-31 $6,685,422 92,200
2021-12-31 $138,452,526 2,018,847
2021-12-31 $75,438 1,100
2021-09-30 $135,911,610 2,193,184
2021-09-30 $68,167 1,100
2021-06-30 $135,719,933 2,242,934
2021-06-30 $66,561 1,100
2021-03-31 $68,376 1,100
2021-03-31 $88,871,456 1,429,721
2020-12-31 $368,580 6,000
2020-12-31 $374,723 6,100
2020-12-31 $71,259,842 1,160,017
2020-09-30 $325,320 6,000
2020-09-30 $482,558 8,900
2020-09-30 $57,720,821 1,064,567
2020-06-30 $41,067,064 792,036
2020-06-30 $554,795 10,700
2020-06-30 $1,099,220 21,200
2020-03-31 $43,793,248 808,889
2020-03-31 $4,401,582 81,300
2020-03-31 $5,078,332 93,800

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