SO — THE SOUTHERN COMPANY

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported THE SOUTHERN COMPANY (SO) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.29% in 2025 Q1. The latest visible filing shows SO at 0.87% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in THE SOUTHERN COMPANY, 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
2025 Q4

SO was reported at 0.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 67,369 -376 -0.6% 0.87% $6.1M 2026-02-14 (Est.) $94.21
2025 Q3 REDUCED 67,745 -441 -0.6% 1.02% $6.4M 2025-10-30 $93.56
2025 Q2 ADDED 68,186 +455 +0.7% 1.17% $6.3M 2025-07-28 $92.07
2025 Q1 ADDED 67,731 +49 +0.1% 1.29% $6.2M 2025-05-01 $88.55
2024 Q4 ADDED 67,682 +2,223 +3.4% 1.17% $5.6M 2025-01-16 $80.54
2024 Q3 REDUCED 65,459 -119 -0.2% 1.23% $5.9M 2024-11-04 $83.91
2024 Q2 ADDED 65,578 +961 +1.5% 1.16% $5.1M 2024-07-31 $78.87
2024 Q1 REDUCED 64,617 -3,072 -4.5% 1.12% $4.6M 2024-05-01 $69.74
2023 Q4 REDUCED 67,689 -1,060 -1.5% 1.26% $4.7M 2024-02-05 $62.21
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SO

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.46% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.13% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.24% Bangor Savings Bank 3Y 7Y 0.13% BEACON FINANCIAL GROUP 3Y 7Y 0.06% BURKETT FINANCIAL SERVICES, LLC 0.0%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and SO

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

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning SO?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported SO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SO position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for SO was 1.29% in 2025 Q1.

What is the latest reported SO position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 67,369 shares, equal to 0.87% of portfolio, with an estimated market value of $6.1M.

What does the chart on this SO ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC'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.

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