SO — SOUTHERN CO

Ownership history in Optas, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC 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.

Peak position
0.14% (2020 Q1)
Avg. % of fund
0.09%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,816 +193 +7.4% 0.05% $267K $93.26
2025 Q2 REDUCED 2,623 -2,636 -50.1% 0.05% $241K $89.66
2020 Q1 REDUCED 5,259 -449 -7.9% 0.14% $285K $42.99
2019 Q4 INITIATED 5,708 — — 0.14% $363K $50.13
% 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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