DIMENSIONAL FUND ADVISORS LP

Position in SO — Southern Co

CIK 354204 AUSTIN, TX

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$256,264,844

+$31,977,465 QoQ

Shares Held

2,655,044

+3.2% QoQ

Ownership

0.236%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 74.03621182925782.ToString("F0")% Shared 16.113857246810223.ToString("F0")% None 9.849930923931957.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. SO ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	4,829,027	$448,520,026
2	DUK	Duke Energy CORP	2,092,284	$273,963,665
3	SO	Southern Co This page	2,655,044	$256,264,844
4	AEP	American Electric Power Co Inc	1,793,510	$235,093,289
5	ETR	Entergy Corp /De/	1,841,587	$206,920,712
6	EXC	Exelon Corp	3,765,827	$184,600,837
7	ED	Consolidated Edison Inc	1,447,524	$163,830,764
8	XEL	Xcel Energy Inc	2,052,030	$163,013,262

All Filings in SO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$256,264,844	2,655,044	+3.2%	Shares	Sole	2026-05-07
2025-12-31	$224,287,379	2,572,103	+1.8%	Shares	Sole	2026-02-12
2025-09-30	$239,421,808	2,526,346	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$229,635,238	2,500,656	+0.6%	Shares	Sole	2025-08-12
2025-03-31	$228,614,822	2,486,295	+1.9%	Shares	Sole	2025-05-13
2024-12-31	$200,941,636	2,440,982	+2.7%	Shares	Sole	2025-02-13
2024-09-30	$214,326,656	2,376,654	-0.2%	Shares	Sole	2024-11-07
2024-06-30	$184,681,834	2,380,841	+14.3%	Shares	Sole	2024-08-09
2024-03-31	$149,493,889	2,083,829	+5.3%	Shares	Sole	2024-05-10
2023-12-31	$138,759,343	1,978,884	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$126,853,981	1,960,043	-0.9%	Shares	Sole	2023-11-09
2023-06-30	$138,904,128	1,977,283	+1.4%	Shares	Sole	2023-08-09
2023-03-31	$135,632,987	1,949,310	+1.1%	Shares	Sole	2023-05-12
2022-12-31	$137,738,246	1,928,837	+2.2%	Shares	Sole	2023-02-09
2022-09-30	$128,392,704	1,888,128	+0.1%	Shares	Sole	2022-11-10
2022-06-30	$134,571,095	1,887,128	-1.3%	Shares	Sole	2022-08-12
2022-03-31	$138,647,458	1,912,115	-0.5%	Shares	Defined	2022-05-13
2021-12-31	$131,780,927	1,921,565	+1.0%	Shares	Defined	2022-02-09
2021-09-30	$117,949,236	1,903,328	-0.5%	Shares	Defined	2021-11-12
2021-06-30	$115,712,365	1,912,285	-0.6%	Shares	Defined	2021-08-12
2021-03-31	$119,612,561	1,924,269	-1.1%	Shares	Defined	2021-05-14
2020-12-31	$119,578,409	1,946,580	+1.6%	Shares	Defined	2021-03-08
2020-09-30	$103,908,455	1,916,423	+1.4%	Shares	Defined	2020-11-12
2020-06-30	$97,977,522	1,889,634	+0.8%	Shares	Defined	2020-08-13
2020-03-31	$101,512,121	1,874,993	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.