Haverford Trust Co

Bank

Position in SO — Southern Co

CIK 842941 RADNOR, PA

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,200,586

-$4,562 QoQ

Shares Held

12,544

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#942

of 2,356 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Haverford Trust Co holds $176,200,844 across 12 Utilities - Regulated Electric names. SO ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	1,728,447	$151,705,793
2	AEP	American Electric Power Co Inc	123,463	$16,890,973
3	DUK	Duke Energy CORP	10,584	$1,339,722
4	SO	Southern Co This page	12,544	$1,200,586
5	D	Dominion Energy, Inc	15,624	$1,066,962
6	PPL	PPL Corp	23,613	$858,332
7	PEG	Public Service Enterprise Group Inc	9,934	$806,243
8	WEC	Wec Energy Group, Inc.	5,792	$676,331

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,586	12,544	+0.5%	Shares	Defined	2026-08-12
2026-03-31	$1,205,148	12,486	+13.3%	Shares	Defined	2026-05-11
2025-12-31	$960,944	11,020	+7.1%	Shares	Defined	2026-02-13
2025-09-30	$975,562	10,294	+1.9%	Shares	Defined	2025-11-14
2025-06-30	$927,758	10,103	-0.2%	Shares	Defined	2025-08-13
2025-03-31	$930,809	10,123	+20.0%	Shares	Defined	2025-05-14
2024-12-31	$694,616	8,438	+26.5%	Shares	Defined	2025-02-11
2024-09-30	$601,680	6,672	+4.8%	Shares	Defined	2024-11-05
2024-06-30	$493,810	6,366	+17.3%	Shares	Defined	2024-08-13
2024-03-31	$389,261	5,426	-24.4%	Shares	Defined	2024-05-02
2023-12-31	$503,181	7,176	0.0%	Shares	Defined	2024-02-08
2023-09-30	$464,430	7,176	0.0%	Shares	Defined	2023-11-09
2023-06-30	$504,114	7,176	+0.7%	Shares	Defined	2023-08-08
2023-03-31	$495,757	7,125	+8.9%	Shares	Defined	2023-05-12
2022-12-31	$467,092	6,541	-44.5%	Shares	Defined	2023-02-13
2022-09-30	$801,448	11,786	-1.5%	Shares	Defined	2022-11-14
2022-06-30	$853,010	11,962	-8.9%	Shares	Defined	2022-08-12
2022-03-31	$951,983	13,129	+25.4%	Shares	Defined	2022-05-05
2021-12-31	$717,895	10,468	-6.3%	Shares	Defined	2022-02-14
2021-09-30	$692,018	11,167	+62.0%	Shares	Defined	2021-11-12
2021-06-30	$417,034	6,892	-9.5%	Shares	Defined	2021-08-16
2021-03-31	$473,410	7,616	+4.8%	Shares	Defined	2021-05-12
2020-12-31	$446,227	7,264	-13.1%	Shares	Defined	2021-02-05
2020-09-30	$453,333	8,361	-5.3%	Shares	Defined	2020-11-10
2020-06-30	$457,731	8,828	-7.8%	Shares	Defined	2020-08-13
2020-03-31	$518,119	9,570	—	Shares	Defined	2020-05-11
No filing history on record for this holder in this stock.