Ownership history in EWG Elevate Inc. · 9 quarters on record
This page tracks every 13F SEC filing in which EWG Elevate Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 5,316 | +649 | +13.9% | 0.15% | $488K | $89.66 |
| 2025 Q1 | ADDED | 4,667 | +3 | +0.1% | 0.16% | $429K | $89.03 |
| 2024 Q4 | UNCHANGED | 4,664 | — | 0% | 0.12% | $384K | $79.03 |
| 2024 Q3 | ADDED | 4,664 | +9 | +0.2% | 0.17% | $421K | $85.87 |
| 2024 Q2 | ADDED | 4,655 | +632 | +15.7% | 0.13% | $361K | $73.25 |
| 2024 Q1 | REDUCED | 4,023 | -30 | -0.7% | 0.11% | $289K | $67.13 |
| 2023 Q4 | REDUCED | 4,053 | -467 | -10.3% | 0.12% | $284K | $64.93 |
| 2023 Q3 | ADDED | 4,520 | +3,852 | +576.6% | 0.13% | $293K | $59.33 |
| 2022 Q4 | INITIATED | 668 | — | — | 0.02% | $48K | — |
As of 2025 Q4 — sorted by position size