SO — SOUTHERN CO

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, 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
4.56% (2022 Q4)
Avg. % of fund
4.15%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 90,918 -340 -0.4% 3.55% $7.9M $86.52
2025 Q3 ADDED 91,258 +1,327 +1.5% 3.87% $8.6M $93.26
2025 Q2 ADDED 89,931 +1,037 +1.2% 4.04% $8.3M $89.66
2025 Q1 ADDED 88,894 +593 +0.7% 4.21% $8.2M $89.03
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Energy Income Partners, LLC 3Y 7Y 2.83%
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