STIFEL FINANCIAL CORP

Position in SO — Southern Co

CIK 720672 ST. LOUIS, MO

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Position in SO

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$101,879,656

+$8,981,227 QoQ

Shares Held

1,055,529

-0.9% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90.71565063584231.ToString("F0")% Shared 0.3954415274236899.ToString("F0")% None 8.888907836733997.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $1,108,434,521 across 33 Utilities - Regulated Electric names. SO ranks #5 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	2,849,628	$264,673,445
2	WEC	Wec Energy Group, Inc.	1,234,259	$142,890,160
3	AEP	American Electric Power Co Inc	1,004,345	$131,649,541
4	DUK	Duke Energy CORP	808,403	$105,852,285
5	SO	Southern Co This page	1,055,529	$101,879,656
6	ES	Eversource Energy	430,361	$29,815,408
7	ETR	Entergy Corp /De/	255,940	$28,757,416
8	PPL	PPL Corp	737,511	$28,172,919

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	$101,879,656	1,055,529	-0.9%	Shares	Defined	2026-05-12
2025-12-31	$92,898,429	1,065,349	+3.3%	Shares	Defined	2026-02-13
2025-09-30	$97,744,259	1,031,384	+1.7%	Shares	Defined	2025-11-12
2025-06-30	$93,150,879	1,014,384	+0.1%	Shares	Defined	2025-08-14
2025-03-31	$93,224,149	1,013,857	+2.7%	Shares	Defined	2025-05-14
2024-12-31	$81,304,086	987,659	+2.5%	Shares	Defined	2025-02-13
2024-09-30	$86,867,324	963,266	-7.9%	Shares	Defined	2024-11-14
2024-06-30	$81,124,876	1,045,828	+23.8%	Shares	Defined	2024-08-13
2024-03-31	$60,613,267	844,902	-21.8%	Shares	Defined	2024-05-14
2023-12-31	$75,799,297	1,080,994	+0.6%	Shares	Defined	2024-02-12
2023-09-30	$69,566,619	1,074,886	+0.4%	Shares	Defined	2023-11-13
2023-06-30	$75,222,363	1,070,781	+3.9%	Shares	Defined	2023-08-14
2023-03-31	$71,722,226	1,030,788	+2.9%	Shares	Defined	2023-05-12
2022-12-31	$71,564,528	1,002,164	+4.6%	Shares	Defined	2023-02-13
2022-09-30	$65,123,396	957,697	+1.7%	Shares	Defined	2022-11-14
2022-06-30	$67,130,660	941,392	+0.0%	Shares	Defined	2022-08-15
2022-03-31	$68,242,203	941,142	-1.6%	Shares	Defined	2022-05-13
2021-12-31	$65,605,272	956,624	+1.0%	Shares	Defined	2022-02-14
2021-09-30	$58,690,359	947,077	+11.6%	Shares	Defined	2021-11-15
2021-06-30	$51,353,563	848,679	+6.8%	Shares	Defined	2021-08-13
2021-03-31	$49,404,144	794,790	-52.4%	Shares	Defined	2021-05-14
2020-12-31	$102,560,330	1,669,548	-1.5%	Shares	Defined	2021-02-12
2020-09-30	$91,922,253	1,695,357	-1.0%	Shares	Defined	2020-11-16
2020-06-30	$88,791,151	1,712,462	+4.2%	Shares	Defined	2020-08-14
2020-03-31	$88,950,445	1,642,971	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.