Am Investment Strategies LLC / SO
Am Investment Strategies LLC’s Southern Co Position
Does Am Investment Strategies LLC own Southern Co (SO)? Yes — 97.9K shares worth $9M (+2.08% of its 13F portfolio) as of Q1 2026, up from 97.8K shares the prior filed quarter.
Position Value
$9M
Q1 2026
Shares
97.9K
% of Portfolio
+2.08%
Quarters Held
23
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 97.9K | $9M | +2.08% |
| Q4 2025 | 97.8K | $9M | +1.77% |
| Q3 2025 | 99.4K | $9M | +2.05% |
| Q2 2025 | 98.8K | $9M | +2.14% |
| Q1 2025 | 97.8K | $9M | +2.18% |
| Q4 2024 | 89.4K | $7M | +1.79% |
| Q3 2024 | 81.2K | $7M | +1.78% |
| Q2 2024 | 81.9K | $6M | +1.57% |
| Q1 2024 | 81.7K | $6M | +1.49% |
| Q4 2023 | 67.3K | $5M | +1.33% |
| Q3 2023 | 67.1K | $4M | +1.41% |
| Q2 2023 | 15.8K | $1M | +0.35% |
| Q1 2023 | 15.4K | $1M | +0.37% |
| Q4 2022 | 14.3K | $1M | +0.37% |
| Q3 2022 | 14.3K | $972,000 | +0.36% |
| Q2 2022 | 13.8K | $988,000 | +0.35% |
| Q1 2022 | 13.8K | $1M | +0.27% |
| Q4 2021 | 13.5K | $924,000 | +0.22% |
| Q3 2021 | 13.3K | $822,000 | +0.22% |
| Q2 2021 | 13.3K | $802,000 | +0.21% |
| Q1 2021 | 13.2K | $821,000 | +0.23% |
| Q4 2020 | 13.5K | $831,000 | +0.26% |
| Q3 2020 | 12.7K | $690,000 | +0.24% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Am Investment Strategies LLC’s full portfolio or all institutional holders of SO.