SO — SOUTHERN CO

Ownership history in Pendal Group Ltd  ·  7 quarters on record

This page tracks every 13F SEC filing in which Pendal Group Ltd 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
0.01% (2021 Q2)
Avg. % of fund
0.0%
First filed
2020 Q4
Last filed
2022 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2022 Q3 REDUCED 4,733 -286 -5.7% 0.00% $322K $59.86
2022 Q2 REDUCED 5,019 -432 -7.9% 0.00% $358K $62.22
2022 Q1 REDUCED 5,451 -29 -0.5% 0.00% $395K $62.69
2021 Q4 REDUCED 5,480 -3,063 -35.9% 0.00% $376K $58.69
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% 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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