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Equibles

StoneX Group Inc.

Position in SO — Southern Co

CIK 913760 New York, NY
Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$6,634,234
-$370,029 QoQ
Shares Held
69,316
-4.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#422
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

StoneX Group Inc. holds $36,436,869 across 15 Utilities - Regulated Electric names. SO ranks #2 (18.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 XEL
Xcel Energy Inc
 177,481 $14,251,724
2 SO
Southern Co
This page 		69,316 $6,634,234
3 ETR
Entergy Corp /De/
 29,259 $3,360,688
4 DUK
Duke Energy CORP
 22,333 $2,826,911
5 PPL
PPL Corp
 57,892 $2,104,374
6 AEP
American Electric Power Co Inc
 13,669 $1,870,055
7 EXC
Exelon Corp
 35,161 $1,639,205
8 NEE
Nextera Energy Inc
 10,389 $911,842

All Filings in SO

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,634,234 69,316
2026-03-31 $7,004,263 72,568
2025-12-31 $9,056,940 103,864
2025-09-30 $9,949,997 104,991
2025-06-30 $9,196,958 100,152
2025-03-31 $8,976,710 97,626
2024-12-31 $7,965,777 96,766
2024-09-30 $5,790,187 64,207
2024-06-30 $4,881,247 62,927
2024-03-31 $4,212,644 58,721
2023-12-31 $4,018,997 57,316
2023-09-30 $3,551,704 54,878
2023-06-30 $3,658,971 52,085
2023-03-31 $3,523,531 50,640
2022-12-31 $3,429,750 48,029
2022-09-30 $3,002,608 44,156
2022-06-30 $2,795,423 39,201
2022-03-31 $2,743,343 37,834
2021-12-31 $2,404,620 35,063
2021-09-30 $1,888,721 30,478
2021-06-30 $1,908,545 31,541
2021-03-31 $1,486,929 23,921
2020-12-31 $1,351,951 22,008
2020-09-30 $1,166,543 21,515
2020-06-30 $1,127,011 21,736
2020-03-31 $1,099,312 20,305

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