CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in SO — Southern Co

CIK 884546 SAN FRANCISCO, CA

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Position in SO

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

Position Value

$686,379,876

+$85,645,822 QoQ

Shares Held

7,111,271

+3.2% QoQ

Ownership

0.631%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99.99219548797957.ToString("F0")% Shared 0.ToString("F0")% None 0.0078045120204250406.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. SO ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,515,154	$1,626,807,502
2	DUK	Duke Energy CORP	9,104,608	$1,192,157,369
3	SO	Southern Co This page	7,111,271	$686,379,876
4	WEC	Wec Energy Group, Inc.	5,441,582	$629,971,948
5	AEP	American Electric Power Co Inc	3,511,986	$460,351,124
6	ES	Eversource Energy	5,873,103	$406,888,574
7	D	Dominion Energy, Inc	5,808,040	$359,053,032
8	EXC	Exelon Corp	7,117,732	$348,911,222

All Filings in SO

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$686,379,876	7,111,271	+3.2%	Shares	Sole	2026-05-15
2025-12-31	$600,734,054	6,889,152	+1.2%	Shares	Sole	2026-02-13
2025-09-30	$645,438,761	6,810,581	+0.6%	Shares	Sole	2025-11-10
2025-06-30	$621,566,690	6,768,667	+1.3%	Shares	Sole	2025-08-12
2025-03-31	$614,297,353	6,680,776	+1.2%	Shares	Sole	2025-09-15
2024-12-31	$543,288,127	6,599,710	+3.0%	Shares	Sole	2025-02-06
2024-09-30	$577,656,647	6,405,596	+0.8%	Shares	Sole	2024-11-12
2024-06-30	$492,816,327	6,353,182	+2.2%	Shares	Sole	2024-08-12
2024-03-31	$446,019,560	6,217,167	+2.1%	Shares	Sole	2024-05-09
2023-12-31	$426,992,935	6,089,460	+1.9%	Shares	Sole	2024-02-06
2023-09-30	$386,905,803	5,978,149	+1.5%	Shares	Sole	2023-11-08
2023-06-30	$413,649,351	5,888,247	+0.2%	Shares	Sole	2023-08-10
2023-03-31	$408,685,157	5,873,601	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$416,631,933	5,834,364	+4.1%	Shares	Sole	2023-02-13
2022-09-30	$381,217,044	5,606,133	+2.3%	Shares	Sole	2022-11-14
2022-06-30	$390,655,433	5,478,270	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$395,372,739	5,452,665	+3.6%	Shares	Sole	2022-05-13
2021-12-31	$360,882,293	5,262,209	+4.3%	Shares	Sole	2022-02-11
2021-09-30	$312,764,387	5,047,029	+1.6%	Shares	Sole	2021-11-16
2021-06-30	$300,521,644	4,966,479	+3.3%	Shares	Sole	2021-08-16
2021-03-31	$298,835,381	4,807,519	+3.1%	Shares	Sole	2021-05-17
2020-12-31	$286,517,690	4,664,133	+1.1%	Shares	Sole	2021-02-16
2020-09-30	$250,086,822	4,612,446	-3.7%	Shares	Sole	2020-11-13
2020-06-30	$248,290,672	4,788,634	-0.1%	Shares	Sole	2020-08-20
2020-03-31	$259,483,599	4,792,826	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.