WELLS FARGO & COMPANY/MN

Position in SO — Southern Co

CIK 72971 SAN FRANCISCO, CA

Back to SO Full portfolio

Position in SO

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

Position Value

$412,439,814

+$1,608,749 QoQ

Shares Held

4,311,611

+1.3% QoQ

Ownership

0.382%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#29

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Derivatives in SO

reported options exposure · as of Mar 31, 2026

CallValue

$5,791,200

CallShares

60,000

PutValue

$13,416,280

PutShares

139,000

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

WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. SO ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,199,799	$2,562,866,356
2	WEC	Wec Energy Group, Inc.	8,572,855	$1,001,052,276
3	AEP	American Electric Power Co Inc	3,996,112	$546,708,079
4	DUK	Duke Energy CORP	3,956,407	$500,801,995
5	SO	Southern Co This page	4,311,611	$412,439,814
6	CMS	Cms Energy Corp	5,245,081	$401,248,695
7	AEE	Ameren Corp	2,925,333	$330,679,640
8	D	Dominion Energy, Inc	3,778,522	$258,035,264

All Filings in SO

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$242,880	4,883	+62.8%	Shares	Defined	2026-08-14
2026-06-30	$412,196,934	4,306,728	+1.2%	Shares	Defined	2026-08-14
2026-03-31 SOMN	$154,200	3,000	—	Shares	Defined	2026-05-11
2026-03-31	$13,416,280	139,000	+7622.2%	Put	Defined	2026-05-11
2026-03-31	$410,676,865	4,254,837	+6.1%	Shares	Defined	2026-05-11
2026-03-31	$5,791,200	60,000	-40.0%	Call	Defined	2026-05-11
2025-12-31	$349,716,120	4,010,506	+1.5%	Shares	Defined	2026-02-13
2025-09-30	$374,363,009	3,950,227	+2.9%	Shares	Defined	2025-11-13
2025-06-30	$9,183,000	100,000	-49.8%	Call	Defined	2025-08-14
2025-06-30	$165,294	1,800	+38.5%	Put	Defined	2025-08-14
2025-06-30	$352,441,793	3,837,981	-4.0%	Shares	Defined	2025-08-14
2025-03-31	$367,581,892	3,997,628	+8.5%	Shares	Defined	2025-05-13
2024-12-31	$303,195,753	3,683,136	-0.1%	Shares	Defined	2025-02-13
2024-09-30	$332,508,086	3,687,160	-5.3%	Shares	Defined	2024-11-13
2024-06-30	$302,122,427	3,894,836	-0.6%	Shares	Defined	2024-08-13
2024-03-31	$281,152,215	3,919,044	-0.5%	Shares	Defined	2024-05-10
2023-12-31	$91,156	1,300	+62.5%	Put	Defined	2024-02-09
2023-12-31	$276,169,091	3,938,521	+1.6%	Shares	Defined	2024-02-09
2023-09-30	$51,776	800	0.0%	Put	Defined	2023-11-13
2023-09-30	$250,772,523	3,874,730	-6.2%	Shares	Defined	2023-11-13
2023-06-30	$290,268,502	4,131,936	-2.7%	Shares	Defined	2023-08-15
2023-03-31	$13,867,294	199,300	—	Call	Defined	2023-05-12
2023-03-31	$55,664	800	-99.2%	Put	Defined	2023-05-12
2023-03-31	$295,539,239	4,247,474	-2.8%	Shares	Defined	2023-05-12
2022-12-31	$7,198,128	100,800	+0.8%	Put	Defined	2023-02-13
2022-12-31	$312,155,603	4,371,315	+3.7%	Shares	Defined	2023-02-13
2022-09-30	$6,800,000	100,000	+12400.0%	Put	Defined	2022-11-14
2022-09-30	$286,539,760	4,213,820	-1.7%	Shares	Defined	2022-11-14
2022-06-30 SOLN	—	274,897	-21.7%	Shares	Defined	2022-08-12
2022-06-30	$305,735,062	4,287,408	-12.1%	Shares	Defined	2022-08-12
2022-06-30	$57,048	800	0.0%	Put	Defined	2022-08-12
2022-03-31 SOLN	—	351,192	+161.1%	Shares	Defined	2022-05-16
2022-03-31	$58,008	800	0.0%	Put	Defined	2022-05-16
2022-03-31	$353,835,021	4,879,810	+6.3%	Shares	Defined	2022-05-16
2021-12-31 SOLN	—	134,498	-2.8%	Shares	Defined	2022-02-14
2021-12-31	$314,854,480	4,591,054	-14.6%	Shares	Defined	2022-02-14
2021-09-30 SOLN	—	138,399	+29.3%	Shares	Defined	2021-11-15
2021-09-30	$333,321,507	5,378,756	+9.3%	Shares	Defined	2021-11-15
2021-06-30 SOLN	—	107,003	-44.4%	Shares	Defined	2021-08-16
2021-06-30	$297,654,799	4,919,101	+3.9%	Shares	Defined	2021-08-16
2021-03-31 SOLN	—	192,284	+65.1%	Shares	Defined	2021-05-13
2021-03-31	$49,728	800	0.0%	Put	Defined	2021-05-13
2021-03-31	$294,304,101	4,734,622	-5.2%	Shares	Defined	2021-05-13
2020-12-31 SOLN	—	116,451	+47.9%	Shares	Defined	2021-02-09
2020-12-31	$49,144	800	0.0%	Put	Defined	2021-02-09
2020-12-31	$306,919,575	4,996,249	+3.4%	Shares	Defined	2021-02-09
2020-09-30 SOLN	—	78,734	-74.2%	Shares	Defined	2020-11-05
2020-09-30	$261,937,142	4,831,006	—	Shares	Defined	2020-11-05
2020-09-30	$43,376	800	—	Put	Defined	2020-11-05
2020-06-30 SOLN	—	305,079	—	Shares	Defined	2020-08-13
No filing history on record for this holder in this stock.