Advisors Management Group Inc /Adv / SO
Advisors Management Group Inc /Adv’s Southern Co Position
Does Advisors Management Group Inc /Adv own Southern Co (SO)? Yes — 145.6K shares worth $14M (+2.56% of its 13F portfolio) as of Q1 2026, up from 140.6K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
145.6K
% of Portfolio
+2.56%
Quarters Held
28
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 145.6K | $14M | +2.56% |
| Q4 2025 | 140.6K | $12M | +2.23% |
| Q2 2025 | 98.3K | $9M | +1.70% |
| Q1 2025 | 99.3K | $9M | +1.99% |
| Q4 2024 | 99.7K | $8M | +1.94% |
| Q3 2024 | 100.7K | $9M | +2.15% |
| Q2 2024 | 101.1K | $8M | +1.96% |
| Q1 2024 | 101.0K | $7M | +1.80% |
| Q4 2023 | 101.6K | $7M | +1.94% |
| Q3 2023 | 102.0K | $7M | +1.99% |
| Q2 2023 | 102.9K | $7M | +2.16% |
| Q1 2023 | 104.3K | $7M | +2.31% |
| Q4 2022 | 100.8K | $7M | +2.72% |
| Q3 2022 | 100.8K | $7M | +2.73% |
| Q2 2022 | 130.2K | $9M | +3.25% |
| Q1 2022 | 133.0K | $10M | +3.26% |
| Q4 2021 | 134.8K | $9M | +2.77% |
| Q3 2021 | 135.0K | $8M | +2.60% |
| Q2 2021 | 135.9K | $8M | +2.45% |
| Q1 2021 | 136.5K | $8M | +2.67% |
| Q4 2020 | 138.0K | $8M | +3.46% |
| Q3 2020 | 139.0K | $8M | +3.13% |
| Q2 2020 | 139.5K | $7M | +3.22% |
| Q1 2020 | 141.4K | $8M | +3.67% |
| Q4 2019 | 141.5K | $9M | +3.58% |
| Q3 2019 | 143.6K | $9M | +3.66% |
| Q2 2019 | 144.5K | $8M | +3.48% |
| Q1 2019 | 145.1K | $7M | +3.35% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Management Group Inc /Adv’s full portfolio or all institutional holders of SO.