Ellsworth Advisors, LLC’s Southern Co Position
Does Ellsworth Advisors, LLC own Southern Co (SO)? Not currently — the last reported position was 71.8K shares worth $6M in Q3 2024; the fund’s latest 13F (Q2 2026) no longer reports it.
Position Value
$6M
Q3 2024
Shares
71.8K
% of Portfolio
+1.68%
Quarters Held
16
position exited
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 71.8K | $6M | +1.68% |
| Q2 2024 | 71.6K | $6M | +1.55% |
| Q1 2024 | 69.3K | $5M | +1.37% |
| Q4 2023 | 65.7K | $5M | +1.46% |
| Q3 2023 | 64.5K | $4M | +1.52% |
| Q2 2023 | 63.8K | $4M | +1.55% |
| Q1 2023 | 62.2K | $4M | +1.52% |
| Q4 2022 | 57.7K | $4M | +1.46% |
| Q3 2022 | 56.4K | $4M | +1.64% |
| Q2 2022 | 55.0K | $4M | +1.58% |
| Q1 2022 | 54.1K | $4M | +1.46% |
| Q4 2021 | 47.2K | $3M | +1.20% |
| Q3 2021 | 37.3K | $2M | +1.05% |
| Q2 2021 | 26.9K | $2M | +0.80% |
| Q1 2021 | 22.2K | $1M | +0.83% |
| Q4 2020 | 17.4K | $1M | +0.78% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ellsworth Advisors, LLC’s full portfolio or all institutional holders of SO.