Legal & General Group Plc

Position in SO — Southern Co

CIK 764068 London, X0

Back to SO Full portfolio

Position in SO

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

Position Value

$737,255,756

-$20,260,422 QoQ

Shares Held

7,703,017

-1.9% QoQ

Ownership

0.683%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#19

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Legal & General Group Plc holds $10,386,416,675 across 36 Utilities - Regulated Electric names. SO ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	16,702,600	$1,465,987,200
2	DUK	Duke Energy CORP	5,958,441	$754,219,460
3	SO	Southern Co This page	7,703,017	$737,255,756
4	AEP	American Electric Power Co Inc	4,975,065	$680,638,641
5	EXC	Exelon Corp	12,929,240	$602,761,167
6	PEG	Public Service Enterprise Group Inc	6,838,275	$554,994,397
7	XEL	Xcel Energy Inc	6,270,777	$503,543,392
8	ED	Consolidated Edison Inc	4,468,517	$494,352,034

All Filings in SO

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,255,756	7,703,017	-1.9%	Shares	Defined	2026-08-14
2026-03-31	$757,516,178	7,848,282	-6.8%	Shares	Defined	2026-05-08
2025-12-31	$734,645,611	8,424,835	-1.3%	Shares	Defined	2026-02-09
2025-09-30	$808,627,867	8,532,530	+3.5%	Shares	Defined	2025-11-13
2025-06-30	$757,320,539	8,246,984	-2.0%	Shares	Defined	2025-08-12
2025-03-31	$774,107,188	8,418,784	+1.3%	Shares	Defined	2025-05-15
2024-12-31	$683,918,922	8,308,053	+1.9%	Shares	Defined	2025-02-13
2024-09-30	$735,383,810	8,154,622	-4.4%	Shares	Defined	2025-02-28
2024-06-30	$661,386,097	8,526,313	-5.4%	Shares	Defined	2025-05-29
2024-03-31	$646,439,453	9,010,865	-0.6%	Shares	Defined	2025-05-29
2023-12-31	$635,355,356	9,060,972	+0.6%	Shares	Defined	2025-05-29
2023-09-30	$583,147,133	9,010,308	-3.9%	Shares	Defined	2023-11-14
2023-06-30	$658,444,187	9,372,871	+4.0%	Shares	Defined	2023-08-14
2023-03-31	$627,195,024	9,014,013	-0.3%	Shares	Defined	2023-05-15
2022-12-31	$645,886,811	9,044,767	-0.6%	Shares	Defined	2023-02-14
2022-09-30	$618,547,244	9,096,283	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$707,728,074	9,924,668	-0.1%	Shares	Defined	2022-08-22
2022-03-31	$720,041,339	9,930,235	-2.5%	Shares	Defined	2022-05-16
2021-12-31	$698,637,146	10,187,185	-3.2%	Shares	Defined	2022-02-14
2021-09-30	$652,254,512	10,525,327	-0.7%	Shares	Defined	2021-11-15
2021-06-30	$641,451,805	10,600,757	-1.1%	Shares	Defined	2021-08-12
2021-03-31	$666,380,124	10,720,401	+0.6%	Shares	Defined	2021-05-17
2020-12-31	$654,315,869	10,651,406	-1.5%	Shares	Defined	2021-02-12
2020-09-30	$586,217,042	10,811,823	+1.9%	Shares	Defined	2020-11-13
2020-06-30	$550,224,732	10,611,856	+1.7%	Shares	Defined	2020-08-14
2020-03-31	$565,047,538	10,436,785	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.