SO — Southern Company The

Ownership history in Advisors Preferred, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisors Preferred, LLC reported a position in Southern Company The (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
1.34% (2024 Q3)
Avg. % of fund
0.7%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 75,914 +25,897 +51.8% 1.06% $7.2M $93.26
2025 Q2 ADDED 50,017 +40,867 +446.6% 0.76% $4.6M $89.66
2025 Q1 REDUCED 9,150 -87,351 -90.5% 0.11% $840K $89.03
2024 Q3 ADDED 96,501 +62,061 +180.2% 1.34% $8.8M $85.87
2022 Q1 INITIATED 34,440 — — 0.21% $2.6M $62.69
% 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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