UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SO — Southern Co
CIK 861177
NEW YORK, NY
Position in SO
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$499,348,629
+$52,919,077 QoQ
Shares Held
5,173,525
+1.1% QoQ
Ownership
0.459%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52.92051357633335.ToString("F0")%
Shared 0.ToString("F0")%
None 47.07948642366665.ToString("F0")%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,722,652,927 across 39 Utilities - Regulated Electric names. SO ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
15,406,260 | $1,430,933,421 | |
| 2 | EXC |
Exelon Corp
|
13,414,228 | $657,565,452 | |
| 3 | DUK |
Duke Energy CORP
|
3,983,128 | $521,550,778 | |
| 4 | ED |
Consolidated Edison Inc
|
4,494,672 | $508,706,972 | |
| 5 | SO |
Southern Co
This page
|
5,173,525 | $499,348,629 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
5,609,676 | $454,103,269 | |
| 7 | ES |
Eversource Energy
|
6,532,250 | $452,554,275 | |
| 8 | ETR |
Entergy Corp /De/
|
3,779,746 | $424,692,255 |
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $499,348,629 | 5,173,525 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $446,429,552 | 5,119,605 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $542,870,322 | 5,728,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $591,414,854 | 6,440,323 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $437,378,648 | 4,756,701 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $428,794,338 | 5,208,872 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $381,381,676 | 4,229,116 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $369,115,287 | 4,758,480 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $292,201,391 | 4,073,061 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $326,455,857 | 4,655,674 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $246,259,076 | 3,804,992 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $268,718,048 | 3,825,168 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $266,155,183 | 3,825,168 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $278,203,072 | 3,895,856 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $249,253,796 | 3,665,497 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $252,739,464 | 3,544,236 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $268,198,460 | 3,698,779 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $234,698,380 | 3,422,257 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $232,742,645 | 3,755,731 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $211,594,933 | 3,496,859 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $235,691,508 | 3,791,691 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $240,299,719 | 3,911,765 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $233,285,123 | 4,302,566 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $215,172,829 | 4,149,910 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $247,171,726 | 4,565,418 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||