1832 Asset Management L.P.

Position in SO — Southern Co

CIK 944388 TORONTO, A6

Position in SO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$47,437,895

-$7,121,193 QoQ

Shares Held

495,642

-12.3% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#130

of 2,360 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

1832 Asset Management L.P. holds $1,086,055,984 across 16 Utilities - Regulated Electric names. SO ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTS	Fortis Inc.	7,343,075	$420,244,182
2	ETR	Entergy Corp /De/	2,731,591	$313,750,542
3	PEG	Public Service Enterprise Group Inc	1,242,563	$100,846,413
4	NEE	Nextera Energy Inc	887,024	$77,854,096
5	SO	Southern Co This page	495,642	$47,437,895
6	CMS	Cms Energy Corp	563,125	$43,079,062
7	WEC	Wec Energy Group, Inc.	312,450	$36,484,786
8	LNT	Alliant Energy Corp	270,700	$20,651,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,437,895	495,642	-12.3%	Shares	Sole	2026-08-13
2026-03-31	$54,559,088	565,262	-19.8%	Shares	Sole	2026-05-14
2025-12-31	$61,481,493	705,063	-7.6%	Shares	Sole	2026-02-13
2025-09-30	$72,340,310	763,325	+23.9%	Shares	Sole	2025-11-14
2025-06-30	$56,563,423	615,958	+8.9%	Shares	Sole	2025-08-13
2025-03-31	$52,014,919	565,687	-26.9%	Shares	Sole	2025-05-14
2024-12-31	$63,678,471	773,548	-12.9%	Shares	Sole	2025-02-14
2024-09-30	$80,089,849	888,111	+1.8%	Shares	Sole	2024-11-13
2024-06-30	$67,669,973	872,373	+2719.7%	Shares	Sole	2024-08-13
2024-03-31	$2,219,492	30,938	+11.9%	Shares	Sole	2024-05-14
2023-12-31	$1,938,467	27,645	+3.0%	Shares	Sole	2024-02-13
2023-09-30	$1,737,084	26,840	-3.6%	Shares	Sole	2023-11-13
2023-06-30	$1,956,673	27,853	-16.3%	Shares	Sole	2023-08-14
2023-03-31	$2,315,970	33,285	-0.4%	Shares	Sole	2023-05-12
2022-12-31	$2,386,379	33,418	-4.5%	Shares	Sole	2023-02-15
2022-09-30	$2,379,456	34,992	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$2,435,022	34,147	-17.0%	Shares	Sole	2022-08-15
2022-03-31	$2,982,698	41,135	+1156.0%	Shares	Sole	2022-05-16
2021-12-31	$224,599	3,275	-74.0%	Shares	Sole	2022-02-15
2021-09-30	$781,503	12,611	+149.6%	Shares	Sole	2021-11-15
2021-06-30	$305,696	5,052	0.0%	Shares	Sole	2021-08-20
2021-03-31	$314,032	5,052	-24.7%	Shares	Sole	2021-05-17
2020-12-31	$412,011	6,707	-86.4%	Shares	Sole	2021-02-16
2020-09-30	$2,682,046	49,466	-33.4%	Shares	Sole	2020-11-16
2020-06-30	$3,850,692	74,266	0.0%	Shares	Sole	2020-08-14
2020-03-31	$4,020,761	74,266	—	Shares	Sole	2020-05-26
No filing history on record for this holder in this stock.