SO — THE SOUTHERN CO CMN

Ownership history in FORA Capital, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in THE SOUTHERN CO CMN (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
0.67% (2019 Q4)
Avg. % of fund
0.24%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 15,001 +8,866 +144.5% 0.25% $1.4M $93.26
2025 Q1 REDUCED 6,135 -37,783 -86.0% 0.06% $564K $89.03
2024 Q4 ADDED 43,918 +39,514 +897.2% 0.41% $3.6M $79.03
2023 Q4 REDUCED 4,404 -1,409 -24.2% 0.03% $309K $64.93
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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