Capital Investment Advisors, LLC / SO
Capital Investment Advisors, LLC’s Southern Co Position
Does Capital Investment Advisors, LLC own Southern Co (SO)? Yes — 640.2K shares worth $62M (+0.90% of its 13F portfolio) as of Q1 2026, up from 635.3K shares the prior filed quarter.
Position Value
$62M
Q1 2026
Shares
640.2K
% of Portfolio
+0.90%
Quarters Held
30
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 640.2K | $62M | +0.90% |
| Q4 2025 | 635.3K | $55M | +0.84% |
| Q3 2025 | 625.9K | $59M | +0.97% |
| Q2 2025 | 606.9K | $56M | +0.99% |
| Q1 2025 | 592.9K | $55M | +1.07% |
| Q4 2024 | 576.4K | $47M | +0.97% |
| Q3 2024 | 568.3K | $51M | +1.05% |
| Q2 2024 | 557.7K | $43M | +0.98% |
| Q1 2024 | 553.6K | $40M | +0.93% |
| Q4 2023 | 542.1K | $38M | +0.95% |
| Q3 2023 | 541.9K | $35M | +0.97% |
| Q2 2023 | 540.7K | $38M | +1.16% |
| Q1 2023 | 524.0K | $36M | +1.07% |
| Q4 2022 | 520.0K | $37,135 | +1.12% |
| Q3 2022 | 519.5K | $35M | +1.21% |
| Q2 2022 | 603.0K | $43M | +1.43% |
| Q1 2022 | 589.8K | $43M | +1.31% |
| Q4 2021 | 577.3K | $40M | +1.21% |
| Q3 2021 | 574.0K | $36M | +1.20% |
| Q2 2021 | 559.7K | $34M | +1.17% |
| Q1 2021 | 528.8K | $33M | +1.24% |
| Q4 2020 | 490.5K | $30M | +1.26% |
| Q3 2020 | 483.7K | $26M | +1.25% |
| Q2 2020 | 466.8K | $24M | +1.25% |
| Q1 2020 | 451.0K | $24M | +1.56% |
| Q4 2019 | 348.3K | $22M | +0.86% |
| Q3 2019 | 412.8K | $26M | +1.34% |
| Q2 2019 | 431.9K | $24M | +1.31% |
| Q1 2019 | 429.9K | $22M | +1.30% |
| Q4 2018 | 433.8K | $19M | +1.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of SO.