SEC 13F Intelligence

Liberty One Investment Management, LLC / SO

Liberty One Investment Management, LLC’s Southern Co Position

Does Liberty One Investment Management, LLC own Southern Co (SO)? Yes — 304.3K shares worth $29M (+3.03% of its 13F portfolio) as of Q1 2026, up from 267.9K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
304.3K
% of Portfolio
+3.03%
Quarters Held
25
currently held

Position History SO

Reported value by quarter
Q1 ’20: $15MQ1 ’20Q2 ’20: $15MQ3 ’20: $17MQ4 ’20: $20MQ1 ’21: $21MQ1 ’21Q2 ’21: $20MQ3 ’21: $21MQ4 ’21: $25MQ1 ’22: $26MQ1 ’22Q2 ’22: $20MQ3 ’22: $23MQ4 ’22: $26MQ1 ’23: $27MQ1 ’23Q2 ’23: $28MQ3 ’23: $23MQ4 ’23: $25MQ1 ’24: $27MQ1 ’24Q2 ’24: $29MQ3 ’24: $33MQ4 ’24: $30MQ1 ’25: $34MQ1 ’25Q2 ’25: $32MQ3 ’25: $65MQ4 ’25: $23MQ1 ’26: $29MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026304.3K$29M+3.03%
Q4 2025267.9K$23M+2.98%
Q3 2025685.8K$65M+3.66%
Q2 2025352.3K$32M+3.27%
Q1 2025366.6K$34M+3.41%
Q4 2024367.5K$30M+3.28%
Q3 2024368.2K$33M+3.39%
Q2 2024368.4K$29M+3.22%
Q1 2024370.5K$27M+3.01%
Q4 2023362.8K$25M+3.14%
Q3 2023352.4K$23M+3.31%
Q2 2023403.9K$28M+3.68%
Q1 2023394.2K$27M+3.74%
Q4 2022359.9K$26M+3.69%
Q3 2022338.6K$23M+3.79%
Q2 2022338.4K$20M+3.48%
Q1 2022364.3K$26M+4.01%
Q4 2021357.6K$25M+3.69%
Q3 2021342.4K$21M+3.62%
Q2 2021338.4K$20M+3.46%
Q1 2021332.4K$21M+3.68%
Q4 2020320.7K$20M+3.70%
Q3 2020310.7K$17M+3.44%
Q2 2020288.8K$15M+3.36%
Q1 2020274.2K$15M+3.83%

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