SEC 13F Intelligence

Energy Income Partners, LLC / SO

Energy Income Partners, LLC’s Southern Co Position

Does Energy Income Partners, LLC own Southern Co (SO)? Yes — 1.72M shares worth $166M (+2.67% of its 13F portfolio) as of Q1 2026, down from 1.79M shares the prior filed quarter.

Position Value
$166M
Q1 2026
Shares
1.72M
% of Portfolio
+2.67%
Quarters Held
30
currently held

Position History SO

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $753,000Q3 ’19: $857,000Q4 ’19: $923,000Q4 ’19Q1 ’20: $21MQ2 ’20: $23MQ3 ’20: $60MQ4 ’20: $65MQ4 ’20Q1 ’21: $56MQ2 ’21: $34MQ3 ’21: $109MQ4 ’21: $94MQ4 ’21Q1 ’22: $126MQ2 ’22: $116MQ3 ’22: $63MQ4 ’22: $97MQ4 ’22Q1 ’23: $94MQ2 ’23: $56MQ3 ’23: $54MQ4 ’23: $89MQ4 ’23Q1 ’24: $95MQ2 ’24: $88MQ3 ’24: $31MQ4 ’24: $88MQ4 ’24Q1 ’25: $133MQ2 ’25: $117MQ3 ’25: $121MQ4 ’25: $156MQ4 ’25Q1 ’26: $166Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.72M$166M+2.67%
Q4 20251.79M$156M+2.83%
Q3 20251.27M$121M+2.33%
Q2 20251.27M$117M+2.29%
Q1 20251.45M$133M+2.55%
Q4 20241.07M$88M+1.80%
Q3 2024339.4K$31M+0.66%
Q2 20241.13M$88M+1.95%
Q1 20241.32M$95M+1.94%
Q4 20231.26M$89M+1.91%
Q3 2023834.0K$54M+1.23%
Q2 2023794.3K$56M+1.19%
Q1 20231.35M$94M+2.08%
Q4 20221.36M$97M+2.18%
Q3 2022921.1K$63M+1.46%
Q2 20221.63M$116M+2.69%
Q1 20221.73M$126M+2.70%
Q4 20211.37M$94M+2.21%
Q3 20211.75M$109M+2.71%
Q2 2021554.6K$34M+0.82%
Q1 2021901.5K$56M+1.49%
Q4 20201.06M$65M+1.86%
Q3 20201.11M$60M+1.81%
Q2 2020444.0K$23M+0.64%
Q1 2020384.6K$21M+0.61%
Q4 201914.5K$923,000+0.02%
Q3 201913.9K$857,000+0.01%
Q2 201913.6K$753,000+0.01%
Q1 201965.3K$3M+0.06%
Q4 201865.6K$3M+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Energy Income Partners, LLC’s full portfolio or all institutional holders of SO.