BANK OF AMERICA CORP /DE/

Bank

Position in SO — Southern Co

CIK 70858 CHARLOTTE, NC

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$808,894,735

+$112,307,828 QoQ

Shares Held

8,380,592

+4.9% QoQ

Ownership

0.743%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 37.08610322516596.ToString("F0")% Shared 0.ToString("F0")% None 62.91389677483404.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Sep 30, 2025

CallValue

CallShares

PutValue

$37,908

PutShares

400

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 Mar 31, 2026

BANK OF AMERICA CORP /DE/ holds $17,431,210,044 across 41 Utilities - Regulated Electric names. SO ranks #8 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	31,352,695	$2,912,038,307
2	XEL	Xcel Energy Inc	29,441,811	$2,338,857,461
3	ETR	Entergy Corp /De/	17,369,775	$1,951,667,915
4	DUK	Duke Energy CORP	9,348,566	$1,224,101,228
5	PEG	Public Service Enterprise Group Inc	14,249,114	$1,153,465,774
6	D	Dominion Energy, Inc	15,930,241	$984,807,495
7	WEC	Wec Energy Group, Inc.	7,970,050	$922,692,685
8	SO	Southern Co This page	8,380,592	$808,894,735

All Filings in SO

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$808,894,735	8,380,592	+4.9%	Shares	Defined	2026-05-18
2025-12-31	$696,586,907	7,988,382	-7.5%	Shares	Defined	2026-02-17
2025-09-30	$818,751,858	8,639,357	+2159739.2%	Shares	Defined	2026-02-03
2025-09-30	$37,908	400	-100.0%	Put	Defined	2026-02-03
2025-06-30	$768,554,742	8,369,321	+4184560.5%	Shares	Defined	2025-08-14
2025-03-31	$18,390	200	-100.0%	Call	Defined	2025-05-15
2025-03-31	$839,108,296	9,125,702	+26.8%	Shares	Defined	2025-05-15
2024-12-31	$592,525,774	7,197,835	+3598817.5%	Shares	Defined	2025-02-14
2024-12-31	$16,464	200	-100.0%	Call	Defined	2025-02-14
2024-09-30	$766,623,964	8,501,042	+4250421.0%	Shares	Defined	2024-11-14
2024-09-30	$18,036	200	-100.0%	Call	Defined	2024-11-14
2024-06-30	$657,363,626	8,474,457	+7.9%	Shares	Defined	2024-08-14
2024-03-31	$563,403,414	7,853,407	+31567.0%	Shares	Defined	2024-05-15
2023-12-31	$1,738,976	24,800	-22.5%	Call	Defined	2024-02-14
2023-12-31	$2,243,840	32,000	-99.6%	Put	Defined	2024-02-14
2023-12-31	$517,791,950	7,384,369	+9.0%	Shares	Defined	2024-02-14
2023-09-30	$438,635,461	6,777,433	+13060.1%	Shares	Defined	2023-11-14
2023-09-30	$3,333,080	51,500	+134.1%	Call	Defined	2023-11-14
2023-09-30	$1,423,840	22,000	-99.7%	Put	Defined	2023-11-14
2023-06-30	$483,379,640	6,880,849	+31176.6%	Shares	Defined	2023-08-14
2023-06-30	$1,545,500	22,000	+48.6%	Put	Defined	2023-08-14
2023-06-30	$1,039,700	14,800	+150.8%	Call	Defined	2023-08-14
2023-03-31	$410,522	5,900	-70.5%	Call	Defined	2023-05-12
2023-03-31	$1,391,600	20,000	-99.8%	Put	Defined	2023-05-12
2023-03-31	$612,049,890	8,796,348	+6008.6%	Shares	Defined	2023-05-12
2022-12-31	$10,283,040	144,000	+120.2%	Put	Defined	2023-02-10
2022-12-31	$4,670,214	65,400	-99.1%	Call	Defined	2023-02-10
2022-12-31	$535,952,113	7,505,281	+22922.3%	Shares	Defined	2023-02-10
2022-09-30	$2,216,800	32,600	-99.5%	Call	Defined	2022-11-14
2022-09-30	$474,276,540	6,974,655	+14134.0%	Shares	Defined	2022-11-14
2022-09-30	$3,332,000	49,000	+106.8%	Put	Defined	2022-11-14
2022-06-30	$1,690,047	23,700	-99.7%	Put	Defined	2022-08-12
2022-06-30	$524,666,244	7,357,541	+30944.5%	Shares	Defined	2022-08-12
2022-03-31	$1,718,487	23,700	-99.7%	Put	Defined	2022-05-16
2022-03-31	$512,224,195	7,064,187	+6514.4%	Shares	Defined	2022-05-16
2021-12-31	$7,324,344	106,800	+3.5%	Put	Defined	2022-02-08
2021-12-31	$7,077,456	103,200	-98.7%	Call	Defined	2022-02-08
2021-12-31	$531,103,609	7,744,293	+4386.8%	Shares	Defined	2022-02-08
2021-09-30	$10,696,022	172,600	+61.6%	Call	Defined	2021-11-15
2021-09-30	$6,618,396	106,800	-98.7%	Put	Defined	2021-11-15
2021-09-30	$524,396,889	8,462,109	+7823.3%	Shares	Defined	2021-11-15
2021-06-30	$6,462,468	106,800	-98.8%	Put	Defined	2021-09-13
2021-06-30	$533,696,382	8,819,970	+8446.5%	Shares	Defined	2021-09-13
2021-06-30	$6,244,632	103,200	+103100.0%	Call	Defined	2021-09-13
2021-03-31	$6,216	100	-100.0%	Put	Defined	2021-05-14
2021-03-31	$529,059,422	8,511,252	+11.8%	Shares	Defined	2021-05-14
2020-12-31	$467,607,368	7,612,036	-0.9%	Shares	Defined	2021-02-10
2020-09-30	$416,350,388	7,678,908	+4.6%	Shares	Defined	2020-11-13
2020-06-30	$380,731,849	7,342,948	+7.8%	Shares	Defined	2020-08-14
2020-03-31	$368,672,825	6,809,620	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.