TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Position in SO — Southern Co
CIK 882928
CHARLOTTE, NC
Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,671,509
+$176,863 QoQ
Shares Held
48,809
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#493
of 2,356 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC holds $37,943,460 across 21 Utilities - Regulated Electric names. SO ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
115,667 | $10,152,092 | |
| 2 | SO |
Southern Co
This page
|
48,809 | $4,671,509 | |
| 3 | DUK |
Duke Energy CORP
|
35,110 | $4,444,223 | |
| 4 | AEP |
American Electric Power Co Inc
|
23,629 | $3,232,683 | |
| 5 | D |
Dominion Energy, Inc
|
34,760 | $2,373,760 | |
| 6 | ED |
Consolidated Edison Inc
|
20,699 | $2,289,930 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
14,560 | $1,700,171 | |
| 8 | ETR |
Entergy Corp /De/
|
14,256 | $1,637,444 |
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,671,509 | 48,809 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,494,646 | 46,567 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||