OPPENHEIMER & CO INC

Position in SO — Southern Co

CIK 822581 NEW YORK, NY

Position in SO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,351,794

-$66,496 QoQ

Shares Held

66,365

-0.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#429

of 2,359 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $90,449,487 across 22 Utilities - Regulated Electric names. SO ranks #6 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	313,708	$27,534,151
2	DUK	Duke Energy CORP	91,614	$11,596,500
3	PEG	Public Service Enterprise Group Inc	102,451	$8,314,923
4	AEP	American Electric Power Co Inc	59,170	$8,095,047
5	EVRG	Evergy, Inc.	81,312	$7,027,796
6	SO	Southern Co This page	66,365	$6,351,794
7	D	Dominion Energy, Inc	74,921	$5,116,355
8	WEC	Wec Energy Group, Inc.	20,238	$2,363,191

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,351,794	66,365	-0.2%	Shares	Sole	2026-08-03
2026-03-31	$6,418,290	66,497	+1.6%	Shares	Sole	2026-04-24
2025-12-31	$5,708,635	65,466	-1.1%	Shares	Sole	2026-02-02
2025-09-30	$6,275,100	66,214	-2.6%	Shares	Sole	2025-11-06
2025-06-30	$6,242,603	67,980	+15.4%	Shares	Sole	2025-07-31
2025-03-31	$5,415,303	58,894	-15.4%	Shares	Sole	2025-04-23
2024-12-31	$5,730,130	69,608	-0.8%	Shares	Sole	2025-02-05
2024-09-30	$6,330,545	70,199	-2.7%	Shares	Sole	2024-11-05
2024-06-30	$5,596,830	72,152	+7.2%	Shares	Sole	2024-08-08
2024-03-31	$4,828,460	67,305	-9.6%	Shares	Sole	2024-05-07
2023-12-31	$5,218,470	74,422	+4.0%	Shares	Sole	2024-02-13
2023-09-30	$4,632,269	71,574	-15.3%	Shares	Sole	2023-11-08
2023-06-30	$5,932,963	84,455	+1.5%	Shares	Sole	2023-08-03
2023-03-31	$5,790,308	83,218	+2.7%	Shares	Sole	2023-05-10
2022-12-31	$5,784,567	81,005	+40.9%	Shares	Sole	2023-02-08
2022-09-30	$3,910,340	57,505	-20.6%	Shares	Sole	2022-11-14
2022-06-30	$5,163,699	72,412	+14.7%	Shares	Sole	2022-08-08
2022-03-31	$4,575,961	63,108	-18.0%	Shares	Sole	2022-05-12
2021-12-31	$5,279,288	76,980	+4.0%	Shares	Sole	2022-02-02
2021-09-30	$4,586,957	74,019	+6.9%	Shares	Sole	2021-11-12
2021-06-30	$4,188,441	69,219	+5.2%	Shares	Sole	2021-08-03
2021-03-31	$4,089,506	65,790	-2.5%	Shares	Sole	2021-05-10
2020-12-31	$4,143,699	67,454	+1.4%	Shares	Sole	2021-02-11
2020-09-30	$3,608,124	66,546	-29.3%	Shares	Sole	2020-11-13
2020-06-30	$4,882,507	94,166	+29.5%	Shares	Sole	2020-08-11
2020-03-31	$3,936,140	72,703	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.