PRICE T ROWE ASSOCIATES INC /MD/

Position in SO — Southern Co

CIK 80255 BALTIMORE, MD

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Position in SO

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

Position Value

$4,540,029,688

+$923,462,258 QoQ

Shares Held

48,377,374

+26.0% QoQ

Ownership

4.29%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

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)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

PRICE T ROWE ASSOCIATES INC /MD/ holds $13,442,040,690 across 32 Utilities - Regulated Electric names. SO ranks #1 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co This page	48,377,374	$4,540,029,688
2	AEE	Ameren Corp	20,636,717	$2,332,774,489
3	NEE	Nextera Energy Inc	18,510,402	$1,624,657,982
4	LNT	Alliant Energy Corp	11,515,298	$878,502,083
5	ED	Consolidated Edison Inc	5,638,183	$623,752,184
6	D	Dominion Energy, Inc	8,393,727	$573,207,616
7	XEL	Xcel Energy Inc	7,034,477	$564,868,502
8	PCG	PG&E Corp	29,905,852	$503,016,430

All Filings in SO

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$97,563,517	1,961,470	+0.0%	Principal	Sole	2026-08-14
2026-06-30	$4,442,466,171	46,415,904	+27.4%	Shares	Sole	2026-08-14
2026-03-31 SOMN	$100,775,662	1,960,616	-0.2%	Principal	Sole	2026-05-15
2026-03-31	$3,515,791,768	36,425,526	+5.7%	Shares	Defined	2026-05-15
2025-12-31 SOMN	$98,890,470	1,963,671	—	Principal	Sole	2026-02-17
2025-12-31	$3,004,865,084	34,459,462	+18.7%	Shares	Sole	2026-02-17
2025-09-30	$2,750,533,400	29,023,250	+65.6%	Shares	Sole	2025-11-14
2025-06-30	$1,609,463,637	17,526,556	+17.9%	Shares	Sole	2025-08-14
2025-03-31	$1,367,000,052	14,866,776	-6.4%	Shares	Sole	2025-05-14
2024-12-31	$1,306,948,540	15,876,440	-11.9%	Shares	Sole	2025-02-14
2024-09-30	$1,625,438,317	18,024,377	-6.8%	Shares	Sole	2024-11-14
2024-06-30	$1,499,752,419	19,334,181	-19.1%	Shares	Defined	2024-08-14
2024-03-31	$1,713,729,351	23,888,059	-20.1%	Shares	Sole	2024-05-15
2023-12-31	$2,096,619,693	29,900,452	-12.8%	Shares	Sole	2024-02-16
2023-09-30	$2,219,053,085	34,286,976	-20.8%	Shares	Sole	2023-11-14
2023-06-30	$3,042,946,751	43,315,968	-29.5%	Shares	Sole	2023-08-14
2023-03-31	$4,277,267,055	61,472,651	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$4,298,075,637	60,188,708	-4.5%	Shares	Sole	2023-02-14
2022-09-30	$4,284,160,480	63,002,360	+6.2%	Shares	Sole	2022-11-14
2022-06-30 SOLN	—	6,159,015	-2.3%	Shares	Sole	2022-08-15
2022-06-30	$4,232,142,889	59,348,519	+3.4%	Shares	Sole	2022-08-15
2022-03-31 SOLN	—	6,302,295	-27.8%	Shares	Sole	2022-05-16
2022-03-31	$4,160,033,206	57,371,855	+31.2%	Shares	Sole	2022-05-16
2021-12-31 SOLN	—	8,725,876	-0.7%	Shares	Sole	2022-02-14
2021-12-31	$2,999,594,696	43,738,622	+24.9%	Shares	Sole	2022-02-14
2021-09-30 SOLN	—	8,791,411	-0.1%	Shares	Sole	2021-11-15
2021-09-30	$2,169,371,705	35,006,805	-2.9%	Shares	Sole	2021-11-15
2021-06-30 SOLN	—	8,798,220	-1.2%	Shares	Sole	2021-08-16
2021-06-30	$2,181,432,395	36,050,775	-18.0%	Shares	Sole	2021-08-16
2021-03-31 SOLN	—	8,904,926	+0.8%	Shares	Sole	2021-05-17
2021-03-31	$2,731,332,777	43,940,360	+12.8%	Shares	Sole	2021-05-17
2020-12-31 SOLN	—	8,838,573	+5.6%	Shares	Sole	2021-02-16
2020-12-31	$2,393,783,476	38,967,662	+5.3%	Shares	Sole	2021-02-16
2020-09-30 SOLN	—	8,370,286	-7.5%	Shares	Sole	2020-11-16
2020-09-30	$2,006,641,697	37,009,253	-4.3%	Shares	Sole	2020-11-16
2020-06-30 SOLN	—	9,051,334	-2.1%	Shares	Sole	2020-08-14
2020-06-30	$2,006,100,402	38,690,461	+6.4%	Shares	Sole	2020-08-14
2020-03-31 SOLN	—	9,248,471	—	Shares	Sole	2020-05-15
2020-03-31	$1,968,116,878	36,352,362	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.