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Equibles

WELLS FARGO & COMPANY/MN

Position in SO — Southern Co

CIK 72971 SAN FRANCISCO, CA
Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$410,676,865
+$60,960,745 QoQ
Shares Held
4,254,837
+6.1% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 96.66487811401471.ToString("F0")% Shared 0.ToString("F0")% None 3.3351218859852914.ToString("F0")%

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 Mar 31, 2026

WELLS FARGO & COMPANY/MN holds $7,265,888,085 across 40 Utilities - Regulated Electric names. SO ranks #6 (5.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 28,493,032 $2,646,432,810
2 WEC
Wec Energy Group, Inc.
 8,560,214 $991,015,972
3 AEP
American Electric Power Co Inc
 3,940,226 $516,484,822
4 DUK
Duke Energy CORP
 3,886,189 $508,857,584
5 CMS
Cms Energy Corp
 5,422,074 $420,644,498
6 SO
Southern Co
This page 		4,254,837 $410,676,865
7 AEE
Ameren Corp
 2,960,614 $325,430,689
8 D
Dominion Energy, Inc
 3,443,405 $212,871,296

All Filings in SO

Export CSV
42 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $13,416,280 139,000
2026-03-31 $410,676,865 4,254,837
2026-03-31 $5,791,200 60,000
2025-12-31 $349,716,120 4,010,506
2025-09-30 $374,363,009 3,950,227
2025-06-30 $9,183,000 100,000
2025-06-30 $165,294 1,800
2025-06-30 $352,441,793 3,837,981
2025-03-31 $367,581,892 3,997,628
2024-12-31 $303,195,753 3,683,136
2024-09-30 $332,508,086 3,687,160
2024-06-30 $302,122,427 3,894,836
2024-03-31 $281,152,215 3,919,044
2023-12-31 $91,156 1,300
2023-12-31 $276,169,091 3,938,521
2023-09-30 $51,776 800
2023-09-30 $250,772,523 3,874,730
2023-06-30 $290,268,502 4,131,936
2023-03-31 $13,867,294 199,300
2023-03-31 $55,664 800
2023-03-31 $295,539,239 4,247,474
2022-12-31 $7,198,128 100,800
2022-12-31 $312,155,603 4,371,315
2022-09-30 $6,800,000 100,000
2022-09-30 $286,539,760 4,213,820
2022-06-30 $305,735,062 4,287,408
2022-06-30 $57,048 800
2022-03-31 $58,008 800
2022-03-31 $353,835,021 4,879,810
2021-12-31 $314,854,480 4,591,054
2021-09-30 $333,321,507 5,378,756
2021-06-30 $297,654,799 4,919,101
2021-03-31 $49,728 800
2021-03-31 $294,304,101 4,734,622
2020-12-31 $49,144 800
2020-12-31 $306,919,575 4,996,249
2020-09-30 $261,937,142 4,831,006
2020-09-30 $43,376 800
2020-06-30 $412,730,302 7,960,083
2020-06-30 $57,035 1,100
2020-03-31 $64,968 1,200
2020-03-31 $433,532,870 8,007,626

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