Parametric Portfolio Associates LLC

Position in SO — Southern Co

CIK 932859 Seattle, WA

Position in SO

as of Mar 31, 2022 · filed May 16, 2022 Compact

Position Value

$261,817,875

+$21,035,279 QoQ

Shares Held

3,610,783

+2.8% QoQ

Ownership

0.320%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Mar 31, 2022

Parametric Portfolio Associates LLC holds $3,710,529,777 across 36 Utilities - Regulated Electric names. SO ranks #3 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	8,241,329	$698,122,979
2	DUK	Duke Energy CORP	3,065,302	$342,271,621
3	SO	Southern Co This page	3,610,783	$261,817,875
4	D	Dominion Energy, Inc	2,633,985	$223,809,705
5	AEP	American Electric Power Co Inc	1,816,658	$181,247,968
6	EXC	Exelon Corp	3,441,026	$163,896,068
7	WEC	Wec Energy Group, Inc.	1,460,556	$145,778,094
8	PEG	Public Service Enterprise Group Inc	1,944,320	$136,102,400

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2022-03-31	$261,817,875	3,610,783	+2.8%	Shares	Sole	2022-05-16
2021-12-31	$240,782,596	3,510,974	+3.7%	Shares	Sole	2022-02-15
2021-09-30	$209,836,678	3,386,101	-9.3%	Shares	Sole	2021-11-15
2021-06-30	$225,845,103	3,732,360	+2.7%	Shares	Sole	2021-09-03
2021-03-31	$225,876,697	3,633,795	+4.7%	Shares	Sole	2021-05-17
2020-12-31	$213,285,881	3,472,015	+4.1%	Shares	Sole	2021-02-12
2020-09-30	$180,819,037	3,334,914	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$172,877,647	3,334,188	-4.3%	Shares	Sole	2020-08-13
2020-03-31	$188,704,753	3,485,496	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.