MORGAN STANLEY

Position in SO — Southern Co

CIK 895421 NEW YORK, NY

Back to SO Full portfolio

Position in SO

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

Position Value

$1,246,562,165

+$100,035,730 QoQ

Shares Held

12,915,066

-1.8% QoQ

Ownership

1.15%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 69.23176389497353.ToString("F0")% Shared 0.ToString("F0")% None 30.768236105026485.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $21,577,576,167 across 42 Utilities - Regulated Electric names. SO ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	64,751,882	$6,014,154,788
2	AEP	American Electric Power Co Inc	14,486,169	$1,898,847,026
3	DUK	Duke Energy CORP	12,679,831	$1,660,297,063
4	SO	Southern Co This page	12,915,066	$1,246,562,165
5	ETR	Entergy Corp /De/	9,591,393	$1,077,688,909
6	EXC	Exelon Corp	15,940,072	$781,382,318
7	D	Dominion Energy, Inc	11,288,689	$697,866,746
8	PPL	PPL Corp	16,964,450	$648,041,986

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	$1,246,562,165	12,915,066	-1.8%	Shares	Defined	2026-05-15
2025-12-31	$1,146,526,435	13,148,239	-5.8%	Shares	Defined	2026-05-27
2025-09-30	$1,323,053,827	13,960,682	+8.5%	Shares	Defined	2026-05-27
2025-06-30	$1,181,040,590	12,861,163	+5.4%	Shares	Defined	2025-08-15
2025-03-31	$1,122,340,773	12,205,990	+6.2%	Shares	Defined	2025-05-15
2024-12-31	$946,007,191	11,491,827	+2.0%	Shares	Defined	2025-05-15
2024-09-30	$1,015,988,252	11,266,226	+1.1%	Shares	Defined	2025-05-14
2024-06-30	$864,721,963	11,147,634	+0.4%	Shares	Defined	2025-05-14
2024-03-31	$796,623,766	11,104,318	+5.0%	Shares	Defined	2024-10-17
2023-12-31	$741,765,816	10,578,520	+7.8%	Shares	Defined	2024-08-16
2023-09-30	$634,987,781	9,811,307	+3.7%	Shares	Defined	2023-11-15
2023-06-30	$664,718,491	9,462,185	+0.7%	Shares	Defined	2023-08-14
2023-03-31	$653,797,817	9,396,347	+2.2%	Shares	Defined	2023-05-15
2022-12-31	$656,295,454	9,190,526	+2.9%	Shares	Defined	2023-02-14
2022-09-30	$607,558,784	8,934,688	+2.9%	Shares	Defined	2022-11-14
2022-06-30	$618,933,714	8,679,480	+72.8%	Shares	Defined	2022-10-27
2022-03-31	$364,240,855	5,023,319	-19.4%	Shares	Defined	2022-10-27
2021-12-31	$427,236,112	6,229,748	+24.7%	Shares	Defined	2022-02-14
2021-09-30	$309,621,449	4,996,312	-8.1%	Shares	Defined	2021-11-15
2021-06-30	$328,809,518	5,433,970	+24.4%	Shares	Defined	2021-08-23
2021-03-31	$271,609,359	4,369,520	-4.5%	Shares	Defined	2021-05-17
2020-12-31	$281,085,614	4,575,706	+35.7%	Shares	Defined	2021-02-16
2020-09-30	$182,887,256	3,373,059	+4.6%	Shares	Defined	2020-11-13
2020-06-30	$167,194,935	3,224,589	+11.6%	Shares	Defined	2020-08-14
2020-03-31	$156,483,761	2,890,354	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.