SO SOUTHERN CO COM

Ownership history in ABLES, IANNONE, MOORE & ASSOCIATES, INC.  ·  10 quarters on record

AI Ownership Summary

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported SOUTHERN CO COM (SO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2023 Q4. The latest visible filing shows SO at 0.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s position in SOUTHERN CO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SO was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABLES, IANNONE, MOORE & ASSOCIATES, INC. held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 8,399 -1,328 -13.7% 0.48% $811K 2026-04-07 $96.82
2025 Q4 REDUCED 9,727 -440 -4.3% 0.46% $848K 2026-01-05 $86.19
2025 Q3 REDUCED 10,167 -557 -5.2% 0.55% $964K 2025-10-06 $93.97
2025 Q2 REDUCED 10,724 -496 -4.4% 0.61% $985K 2025-07-07 $89.49
2025 Q1 REDUCED 11,220 -654 -5.5% 0.70% $1.0M 2025-04-08 $84.10
2024 Q4 REDUCED 11,874 -325 -2.7% 0.60% $977K 2025-01-06 $77.73
2024 Q3 REDUCED 12,199 -1,582 -11.5% 0.71% $1.1M 2024-10-02 $87.21
2024 Q2 REDUCED 13,781 -290 -2.1% 0.71% $1.1M 2024-07-11 $75.42
2024 Q1 REDUCED 14,071 -1,060 -7.0% 0.72% $1.0M 2024-04-30 $68.78
2023 Q4 INITIATED 15,131 0.81% $1.1M 2024-03-14 $64.93

FAQ About ABLES, IANNONE, MOORE & ASSOCIATES, INC. and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported owning SO?

ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported SO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for SO was 0.81% in 2023 Q4.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when ABLES, IANNONE, MOORE & ASSOCIATES, INC. reported 8,399 shares, equal to 0.48% of portfolio, with an estimated market value of $811K.

What does the chart on this SO ownership page compare?

The chart compares ABLES, IANNONE, MOORE & ASSOCIATES, INC.'s quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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