SEC 13F Intelligence

Ia Global Asset Management Inc. / SO

Ia Global Asset Management Inc.’s Southern Co Position

Does Ia Global Asset Management Inc. own Southern Co (SO)? Yes — 186.8K shares worth $18M (+0.26% of its 13F portfolio) as of Q1 2026.

Position Value
$18M
Q1 2026
Shares
186.8K
% of Portfolio
+0.26%
Quarters Held
8
currently held

Position History SO

Reported value by quarter
Q2 ’24: $24MQ2 ’24Q3 ’24: $29MQ3 ’24Q4 ’24: $25MQ4 ’24Q1 ’25: $20MQ1 ’25Q2 ’25: $21MQ2 ’25Q3 ’25: $20MQ3 ’25Q4 ’25: $16MQ4 ’25Q1 ’26: $18MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026186.8K$18M+0.26%
Q4 2025186.8K$16M+0.21%
Q3 2025211.2K$20M+0.27%
Q2 2025227.9K$21M+0.31%
Q1 2025218.7K$20M+0.35%
Q4 2024308.5K$25M+0.45%
Q3 2024324.0K$29M+0.51%
Q2 2024306.8K$24M+0.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ia Global Asset Management Inc.’s full portfolio or all institutional holders of SO.