Ferguson Shapiro LLC SO β€” SOUTHERN CO

Ownership history in Ferguson Shapiro LLC  Β·  4 quarters on record

AI Ownership Summary

Ferguson Shapiro LLC reported SOUTHERN CO (SO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.13% in 2025 Q2. The latest visible filing shows SO at 0.13% 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 Ferguson Shapiro LLC's position in SOUTHERN CO, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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.

SO stock page Ferguson Shapiro LLC fund profile Ferguson Shapiro LLC full holdings
How Ferguson Shapiro LLC held SO β€” position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 4,316 +3 +0.1% 0.13% $417K 2026-04-23 $93.91
2025 Q4 ADDED β€” β€” β€” 4,313 +4 +0.1% 0.12% $376K 2026-01-26 $87.47
2025 Q3 ADDED β€” β€” β€” 4,309 +4 +0.1% 0.13% $408K 2025-11-10 $89.32
2025 Q2 INITIATED β€” β€” β€” 4,305 β€” β€” 0.13% $395K 2025-08-01 $92.75

🏒 Other funds also holding SO

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 4.46% Longboard Asset Management, LP 4.29% Chronos Wealth Management, LLC 3Y 4.11% Portman Square Capital LLP 3Y 3.67% Aull & Monroe Investment Management Corp 3Y 7Y 3.5% High Point Wealth Management, LLC 3.44% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.24% Griffith & Werner, Inc. 3.07% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.87% Welch Group, LLC 3Y 7Y 2.84%

FAQ About Ferguson Shapiro LLC and SO

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

How long has Ferguson Shapiro LLC reported owning SO?

Ferguson Shapiro LLC reported SO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SO position in Ferguson Shapiro LLC's portfolio?

The largest reported portfolio weight for SO was 0.13% in 2025 Q2.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when Ferguson Shapiro LLC reported 4,316 shares, equal to 0.13% of portfolio, with an estimated market value of $417K.

What does the chart on this SO ownership page compare?

The chart compares Ferguson Shapiro LLC'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.

How well did Ferguson Shapiro LLC time their SO position?

Based on 13F filing dates vs. subsequent SO price moves, Ferguson Shapiro LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SO relative to SPY over the holding period was -16.0%.

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