SO — SOUTHERN CO

Ownership history in ACT Advisors, LLC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which ACT Advisors, LLC. reported a position in SOUTHERN CO (SO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2020 Q4)
Avg. % of fund
0.16%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,284 +10 +0.4% 0.09% $216K $93.26
2025 Q2 ADDED 2,274 +88 +4.0% 0.10% $209K $89.66
2025 Q1 REDUCED 2,186 -4,181 -65.7% 0.11% $201K $89.03
2020 Q4 INITIATED 6,367 — — 0.35% $391K $50.45
% of Fund (quarterly)    SO price (monthly, adj. close)

Other funds also holding SO

As of 2025 Q4 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.31% Soroban Capital Partners LP 3Y 7Y 4.03% Portman Square Capital LLP 3Y 3.69% Chronos Wealth Management, LLC 3Y 3.57% Windle Wealth, LLC 3Y 3.55% Aull & Monroe Investment Management Corp 3Y 7Y 3.36% Carson Advisory Inc. 3Y 3.24% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 2.98% Aventail Capital Group, LP 3Y 2.93% Griffith & Werner, Inc. 2.88%
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