JONES FINANCIAL COMPANIES LLLP

Position in SO — Southern Co

CIK 815917 DES PERES, MO

Position in SO

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$76,446,156

+$60,082,902 QoQ

Shares Held

792,024

+322.1% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.54925665225214.ToString("F0")% Shared 0.ToString("F0")% None 0.45074334774786146.ToString("F0")%

Utilities · as of Mar 31, 2026

JONES FINANCIAL COMPANIES LLLP holds $1,037,727,989 across 40 Utilities - Regulated Electric names. SO ranks #5 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,610,470	$210,874,941
2	NGG	National Grid PLC	2,157,622	$182,534,821
3	NEE	Nextera Energy Inc	1,591,960	$147,861,244
4	D	Dominion Energy, Inc	1,601,283	$98,991,314
5	SO	Southern Co This page	792,024	$76,446,156
6	AEP	American Electric Power Co Inc	367,382	$48,156,432
7	DTE	Dte Energy Co	329,054	$48,114,275
8	EVRG	Evergy, Inc.	550,238	$45,075,496

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$76,446,156	792,024	+322.1%	Shares	Sole	2026-05-15
2025-12-31	$16,363,254	187,652	+14.0%	Shares	Sole	2026-02-17
2025-09-30	$15,598,004	164,588	+15.6%	Shares	Sole	2025-11-04
2025-06-30	$13,069,612	142,324	+15.8%	Shares	Sole	2025-08-13
2025-03-31	$11,304,608	122,943	+33.4%	Shares	Sole	2025-05-28
2024-12-31	$7,587,845	92,175	+61.5%	Shares	Sole	2025-02-06
2024-09-30	$5,146,752	57,072	+91.2%	Shares	Sole	2024-11-12
2024-06-30	$2,315,774	29,854	+230.2%	Shares	Sole	2024-08-14
2024-03-31	$648,601	9,041	+103.1%	Shares	Sole	2024-05-14
2023-12-31	$312,103	4,451	+2.3%	Shares	Sole	2024-02-13
2023-09-30	$281,726	4,353	+9.9%	Shares	Sole	2023-11-14
2023-06-30	$278,260	3,961	-18.0%	Shares	Sole	2023-08-09
2023-03-31	$336,210	4,832	+8.4%	Shares	Sole	2023-05-11
2022-12-31	$318,345	4,458	+7.4%	Shares	Sole	2023-02-13
2022-09-30	$282,336	4,152	-39.0%	Shares	Sole	2022-11-03
2022-06-30	$485,193	6,804	-25.9%	Shares	Sole	2022-08-08
2022-03-31	$665,931	9,184	+26.0%	Shares	Sole	2022-05-02
2021-12-31	$499,811	7,288	-5.8%	Shares	Sole	2022-02-11
2021-09-30	$479,214	7,733	+51.2%	Shares	Sole	2021-11-12
2021-06-30	$309,569	5,116	-16.3%	Shares	Sole	2021-08-12
2021-03-31	$379,921	6,112	-40.2%	Shares	Sole	2021-04-30
2020-12-31	$627,876	10,221	+20.3%	Shares	Sole	2021-02-08
2020-09-30	$460,543	8,494	-29.0%	Shares	Sole	2020-10-29
2020-06-30	$620,021	11,958	+54.2%	Shares	Sole	2020-07-31
2020-03-31	$419,855	7,755	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.