SO THE SOUTHERN COMPANY

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported THE SOUTHERN COMPANY (SO) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.25% in 2024 Q2. The latest visible filing shows SO at 0.24% 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 ROWLANDMILLER & PARTNERS.ADV'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
2026 Q1

SO was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.25% in 2024 Q2

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 2026 Q1

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.

How ROWLANDMILLER & PARTNERS.ADV held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 12,403 -275 -2.2% 0.24% $1K 2026-05-15 (Est.) $96.94
2025 Q4 REDUCED 12,678 -56 -0.4% 0.21% $1.1M 2026-02-12 $91.84
2025 Q3 ADDED 12,734 +180 +1.4% 0.24% $1.2M 2025-10-01 $93.29
2025 Q2 ADDED 12,554 +35 +0.3% 0.24% $1.2M 2025-07-01 $90.12
2025 Q1 ADDED 12,519 +35 +0.3% 0.24% $1.2M 2025-04-15 $88.13
2024 Q4 REDUCED 12,484 -61 -0.5% 0.21% $1.0M 2025-02-04 $79.88
2024 Q3 REDUCED 12,545 -2,050 -14.0% 0.23% $1.1M 2024-10-23 $89.65
2024 Q2 UNCHANGED 14,595 0% 0.25% $1.1M 2024-07-29 $78.43
2024 Q1 UNCHANGED 14,595 0% 0.22% $1.0M 2024-04-08 $65.56
2023 Q4 REDUCED 14,595 -910 -5.9% 0.23% $1.0M 2024-01-03 $66.89
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and SO

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning SO?

ROWLANDMILLER & PARTNERS.ADV reported SO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for SO was 0.25% in 2024 Q2.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 12,403 shares, equal to 0.24% of portfolio, with an estimated market value of $1K.

What does the chart on this SO ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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