LOOMIS SAYLES & CO L P

Position in SO — Southern Co

CIK 312348 BOSTON, MA

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$45,270

+$17,473 QoQ

Shares Held

473

+64.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,198

of 2,356 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

LOOMIS SAYLES & CO L P holds $10,026,237 across 8 Utilities - Regulated Electric names. SO ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	58,360	$7,387,208
2	PCG	PG&E Corp	120,184	$2,021,494
3	NEE	Nextera Energy Inc	2,615	$229,518
4	AEP	American Electric Power Co Inc	888	$121,487
5	XEL	Xcel Energy Inc	1,314	$105,514
6	LNT	Alliant Energy Corp	953	$72,704
7	SO	Southern Co This page	473	$45,270
8	EVRG	Evergy, Inc.	498	$43,042

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,270	473	+64.2%	Shares	Defined	2026-08-14
2026-03-31	$27,797	288	-28.0%	Shares	Defined	2026-05-14
2025-12-31	$34,880	400	-3.6%	Shares	Defined	2026-02-12
2025-09-30	$39,329	415	+1.7%	Shares	Defined	2025-11-13
2025-06-30	$37,466	408	+168.4%	Shares	Defined	2025-08-13
2023-12-31	$10,658	152	+78.8%	Shares	Defined	2024-02-13
2023-06-30	$5,971	85	+203.6%	Shares	Defined	2023-08-11
2023-03-31	$1,948	28	-95.9%	Shares	Defined	2023-05-15
2022-12-31	$48,344	677	+2843.5%	Shares	Defined	2023-02-10
2022-09-30	$1,564	23	-65.7%	Shares	Defined	2022-11-14
2022-06-30	$4,777	67	-37.4%	Shares	Defined	2022-08-05
2022-03-31	$7,758	107	-99.6%	Shares	Defined	2022-05-13
2021-09-30	$1,567,468	25,294	+8359.5%	Shares	Defined	2021-11-12
2021-06-30	$18,092	299	-30.1%	Shares	Defined	2021-08-13
2020-06-30	$22,191	428	-5.1%	Shares	Defined	2020-08-14
2020-03-31	$24,417	451	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.