SEC 13F Intelligence

Ars Wealth Advisors Group, LLC / SO

Ars Wealth Advisors Group, LLC’s Southern Co Position

Does Ars Wealth Advisors Group, LLC own Southern Co (SO)? Yes108.1K shares worth $10M (+0.88% of its 13F portfolio) as of Q1 2026, up from 103.2K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
108.1K
% of Portfolio
+0.88%
Quarters Held
19
currently held

Position History SO

Reported value by quarter
Q3 ’21: $944,000Q3 ’21Q4 ’21: $979,000Q1 ’22: $1MQ2 ’22: $7MQ2 ’22Q3 ’22: $6MQ4 ’22: $6MQ1 ’23: $8MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ4 ’23: $8MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ3 ’24: $9MQ3 ’24Q4 ’24: $8MQ1 ’25: $9MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $9MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026108.1K$10M+0.88%
Q4 2025103.2K$9M+0.81%
Q3 2025101.2K$10M+0.95%
Q2 2025100.2K$9M+1.06%
Q1 202598.8K$9M+1.28%
Q4 202496.5K$8M+1.09%
Q3 202496.8K$9M+1.07%
Q2 202495.3K$7M+0.96%
Q1 202496.7K$7M+0.94%
Q4 2023108.1K$8M+1.12%
Q3 2023121.3K$8M+1.29%
Q2 2023119.6K$8M+1.33%
Q1 2023118.1K$8M+1.52%
Q4 202281.3K$6M+0.96%
Q3 202292.5K$6M+0.96%
Q2 202291.2K$7M+0.89%
Q1 202213.8K$1M+0.17%
Q4 202114.3K$979,000+0.16%
Q3 202115.2K$944,000+0.17%

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