SEC 13F Intelligence

Newedge Advisors, LLC / SO

Newedge Advisors, LLC’s Southern Co Position

Does Newedge Advisors, LLC own Southern Co (SO)? Yes — 1.04M shares worth $100M (+0.36% of its 13F portfolio) as of Q2 2026, up from 957.4K shares the prior filed quarter.

Position Value
$100M
Q2 2026
Shares
1.04M
% of Portfolio
+0.36%
Quarters Held
31
currently held

Position History SO

Reported value by quarter
Q4 ’18: $971,000Q4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $3MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $3MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $2MQ4 ’22Q1 ’23: $5MQ2 ’23: $6MQ3 ’23: $7MQ4 ’23: $35MQ4 ’23Q1 ’24: $14MQ2 ’24: $17MQ3 ’24: $20MQ4 ’24: $19MQ4 ’24Q1 ’25: $19MQ2 ’25: $19MQ3 ’25: $22MQ4 ’25: $102MQ4 ’25Q1 ’26: $9MQ2 ’26: $100Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20261.04M$100M+0.36%
Q1 2026957.4K$9M+0.41%
Q4 20251.17M$102M+0.37%
Q3 2025234.7K$22M+0.10%
Q2 2025208.4K$19M+0.10%
Q1 2025211.3K$19M+0.12%
Q4 2024229.9K$19M+0.11%
Q3 2024218.5K$20M+0.13%
Q2 2024213.4K$17M+0.12%
Q1 2024200.9K$14M+0.13%
Q4 2023506.0K$35M+0.34%
Q3 2023110.2K$7M+0.08%
Q2 202381.0K$6M+0.06%
Q1 202372.8K$5M+0.06%
Q4 202274.5K$2M+0.07%
Q3 202258.1K$4M+0.06%
Q2 202261.9K$4M+0.07%
Q1 202249.9K$4M+0.06%
Q4 202149.7K$3M+0.05%
Q3 202133.2K$2M+0.05%
Q2 202130.8K$2M+0.05%
Q1 202130.0K$2M+0.06%
Q4 202034.2K$2M+0.07%
Q3 202033.5K$2M+0.06%
Q2 202066.4K$3M+0.13%
Q1 202066.6K$4M+0.17%
Q4 201973.2K$5M+0.19%
Q3 201954.4K$3M+0.15%
Q2 201924.0K$1M+0.08%
Q1 201922.7K$1M+0.08%
Q4 201822.1K$971,000+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Newedge Advisors, LLC’s full portfolio or all institutional holders of SO.