Ownership history in PFG Advisors · 11 quarters on record
This page tracks every 13F SEC filing in which PFG Advisors 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 3,440 | +891 | +35.0% | 0.01% | $326K | $93.26 |
| 2025 Q2 | REDUCED | 2,549 | -12,858 | -83.5% | 0.01% | $234K | $89.66 |
| 2023 Q2 | ADDED | 15,407 | +6,011 | +64.0% | 0.08% | $1.1M | $63.74 |
| 2023 Q1 | ADDED | 9,396 | +2,575 | +37.8% | 0.05% | $654K | $62.54 |
| 2022 Q4 | ADDED | 6,821 | +894 | +15.1% | 0.05% | $487K | $63.53 |
| 2022 Q3 | ADDED | 5,927 | +1,215 | +25.8% | 0.05% | $403K | $59.86 |
| 2022 Q2 | ADDED | 4,712 | +142 | +3.1% | 0.04% | $336K | $62.22 |
| 2022 Q1 | ADDED | 4,570 | +870 | +23.5% | 0.03% | $331K | $62.69 |
| 2021 Q3 | REDUCED | 3,700 | -339 | -8.4% | 0.03% | $229K | $52.48 |
| 2021 Q2 | ADDED | 4,039 | +138 | +3.5% | 0.03% | $244K | $50.73 |
As of 2025 Q4 — sorted by position size