Invesco Ltd.

Position in SO — Southern Co

CIK 914208 Atlanta, GA

Back to SO Full portfolio

Position in SO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$536,292,005

-$805,655 QoQ

Shares Held

5,627,317

+0.7% QoQ

Ownership

0.499%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#25

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 96% None 4%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

Invesco Ltd. holds $17,792,231,084 across 39 Utilities - Regulated Electric names. SO ranks #14 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	19,527,874	$2,671,608,432
2	EXC	Exelon Corp	38,112,879	$1,776,822,410
3	XEL	Xcel Energy Inc	21,381,193	$1,716,909,794
4	PPL	PPL Corp	28,821,623	$1,047,665,990
5	D	Dominion Energy, Inc	11,889,404	$811,927,394
6	ETR	Entergy Corp /De/	6,088,466	$699,321,197
7	NEE	Nextera Energy Inc	7,430,985	$652,217,542
8	EVRG	Evergy, Inc.	7,371,645	$637,131,270

All Filings in SO

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 SOMN	$2,487,000	50,000	0.0%	Shares	Defined	2026-08-14
2026-06-30	$533,805,005	5,577,317	+0.7%	Shares	Defined	2026-08-14
2026-03-31 SOMN	$2,570,000	50,000	0.0%	Shares	Defined	2026-05-12
2026-03-31	$534,527,660	5,537,999	+3.4%	Shares	Defined	2026-05-12
2025-12-31 SOMN	$2,518,000	50,000	—	Shares	Defined	2026-02-19
2025-12-31	$467,115,310	5,356,827	+5.6%	Shares	Defined	2026-02-19
2025-09-30	$480,691,630	5,072,192	-0.5%	Shares	Defined	2025-11-13
2025-06-30	$468,329,962	5,099,967	+2.4%	Shares	Defined	2025-08-13
2025-03-31	$457,859,867	4,979,444	-6.5%	Shares	Defined	2025-05-12
2024-12-31	$438,378,194	5,325,294	+16.3%	Shares	Defined	2025-02-13
2024-09-30	$412,872,800	4,578,319	+1.6%	Shares	Defined	2024-11-12
2024-06-30	$349,530,024	4,505,995	-12.4%	Shares	Defined	2024-08-13
2024-03-31	$369,209,114	5,146,489	-11.6%	Shares	Defined	2024-05-14
2023-12-31	$408,268,785	5,822,430	+2.2%	Shares	Defined	2024-02-13
2023-09-30	$368,718,896	5,697,140	-0.3%	Shares	Defined	2023-11-13
2023-06-30	$401,607,233	5,716,829	-12.9%	Shares	Defined	2023-08-11
2023-03-31	$456,620,830	6,562,530	-24.5%	Shares	Defined	2023-05-12
2022-12-31	$620,984,921	8,696,050	+3.8%	Shares	Defined	2023-02-13
2022-09-30	$569,831,840	8,379,880	+26.2%	Shares	Defined	2022-11-14
2022-06-30 SOLN	—	319,597	+20.3%	Shares	Defined	2022-08-15
2022-06-30	$473,648,216	6,642,101	+1.2%	Shares	Defined	2022-08-15
2022-03-31 SOLN	—	265,597	0.0%	Shares	Defined	2022-05-16
2022-03-31	$476,020,601	6,564,896	+2.6%	Shares	Defined	2022-05-16
2021-12-31 SOLN	—	265,597	-11.9%	Shares	Defined	2022-02-14
2021-12-31	$438,825,856	6,398,744	+4.9%	Shares	Defined	2022-02-14
2021-09-30 SOLN	—	301,624	0.0%	Shares	Defined	2021-11-15
2021-09-30	$377,834,430	6,097,054	+5.8%	Shares	Defined	2021-11-15
2021-06-30 SOLN	—	301,624	+11.7%	Shares	Defined	2021-08-17
2021-06-30	$348,576,560	5,760,644	+63.9%	Shares	Defined	2021-08-17
2021-03-31 SOLN	—	269,980	0.0%	Shares	Defined	2021-05-17
2021-03-31	$218,436,575	3,514,102	+15.9%	Shares	Defined	2021-05-17
2020-12-31 SOLN	—	269,980	0.0%	Shares	Defined	2021-02-16
2020-12-31	$186,190,268	3,030,934	-3.5%	Shares	Defined	2021-02-16
2020-09-30 SOLN	—	269,980	-1.4%	Shares	Defined	2020-11-16
2020-09-30	$170,302,735	3,140,958	+0.8%	Shares	Defined	2020-11-16
2020-06-30 SOLN	—	273,700	-8.9%	Shares	Defined	2020-08-14
2020-06-30	$161,560,081	3,115,913	-48.6%	Shares	Defined	2020-08-14
2020-03-31 SOLN	—	300,300	—	Shares	Defined	2020-05-15
2020-03-31	$328,073,503	6,059,725	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.