American Trust Investment Advisors, LLC / SO
American Trust Investment Advisors, LLC’s Southern Co Position
Does American Trust Investment Advisors, LLC own Southern Co (SO)? Yes — 51.1K shares worth $5M (+2.73% of its 13F portfolio) as of Q1 2026, up from 51.0K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
51.1K
% of Portfolio
+2.73%
Quarters Held
13
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 51.1K | $5M | +2.73% |
| Q4 2025 | 51.0K | $4M | +2.38% |
| Q3 2025 | 50.7K | $5M | +2.48% |
| Q2 2025 | 53.2K | $5M | +2.47% |
| Q1 2025 | 60.9K | $6M | +2.34% |
| Q4 2024 | 61.3K | $5M | +2.07% |
| Q3 2024 | 59.5K | $5M | +2.20% |
| Q2 2024 | 60.8K | $5M | +2.29% |
| Q1 2024 | 56.1K | $4M | +1.92% |
| Q4 2023 | 53.0K | $4M | +1.93% |
| Q3 2023 | 52.1K | $3M | +1.86% |
| Q1 2022 | 3.1K | $222,000 | +0.11% |
| Q4 2021 | 2.9K | $201,000 | +0.10% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of SO.