TRUIST FINANCIAL CORP

Position in SO — Southern Co

CIK 92230 CHARLOTTE, NC

Back to SO Full portfolio

Position in SO

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$93,735,783

+$11,937,388 QoQ

Shares Held

971,154

+3.5% QoQ

Ownership

0.086%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 32.16060480624082.ToString("F0")% Shared 3.1820905850153527.ToString("F0")% None 64.65730460874383.ToString("F0")%

Common Shares in SO Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $937,792,645 across 31 Utilities - Regulated Electric names. SO ranks #5 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETR	Entergy Corp /De/	2,376,207	$266,990,617
2	EVRG	Evergy, Inc.	1,908,444	$156,339,731
3	NEE	Nextera Energy Inc	1,091,056	$101,337,281
4	DUK	Duke Energy CORP	720,319	$94,318,569
5	SO	Southern Co This page	971,154	$93,735,783
6	CMS	Cms Energy Corp	376,855	$29,236,410
7	AEP	American Electric Power Co Inc	219,566	$28,780,710
8	PPL	PPL Corp	739,248	$28,239,273

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	$93,735,783	971,154	+3.5%	Shares	Defined	2026-04-27
2025-12-31	$81,798,395	938,055	+33.7%	Shares	Defined	2026-02-02
2025-09-30	$66,495,464	701,651	-5.1%	Shares	Defined	2025-11-03
2025-06-30	$67,866,409	739,044	-1.7%	Shares	Defined	2025-07-18
2025-03-31	$69,125,066	751,768	-2.0%	Shares	Defined	2025-04-29
2024-12-31	$63,135,569	766,953	+3.6%	Shares	Defined	2025-01-31
2024-09-30	$66,729,862	739,963	-7.9%	Shares	Defined	2024-11-13
2024-06-30	$62,313,453	803,319	-7.5%	Shares	Defined	2024-08-21
2024-03-31	$62,293,275	868,320	-4.8%	Shares	Defined	2024-05-13
2023-12-31	$63,954,136	912,067	-7.1%	Shares	Defined	2024-02-02
2023-09-30	$63,535,686	981,701	-2.8%	Shares	Defined	2023-11-14
2023-06-30	$70,976,594	1,010,343	-5.2%	Shares	Defined	2023-08-01
2023-03-31	$74,128,233	1,065,367	+0.1%	Shares	Defined	2023-05-05
2022-12-31	$75,981,451	1,064,017	+4.3%	Shares	Defined	2023-02-17
2022-09-30	$69,367,684	1,020,113	-3.8%	Shares	Defined	2022-10-26
2022-06-30	$75,644,790	1,060,788	-1.2%	Shares	Defined	2022-07-22
2022-03-31	$77,839,990	1,073,507	-0.6%	Shares	Defined	2022-04-22
2021-12-31	$74,088,962	1,080,329	-1.5%	Shares	Defined	2022-02-14
2021-09-30	$67,996,395	1,097,247	-4.1%	Shares	Defined	2021-11-05
2021-06-30	$69,200,263	1,143,617	-2.7%	Shares	Defined	2021-08-16
2021-03-31	$73,084,930	1,175,755	+14.4%	Shares	Defined	2021-05-17
2020-12-31	$63,151,449	1,028,023	+3.9%	Shares	Defined	2021-11-19
2020-09-30	$53,625,475	989,035	-12.1%	Shares	Defined	2021-11-05
2020-06-30	$58,337,262	1,125,116	+13.1%	Shares	Defined	2021-11-16
2020-03-31	$53,856,629	994,766	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.