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Ables Iannone Moore & Associates’s Southern Company SO Stock Holding History

Ables Iannone Moore & Associates’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$844K Buy
8,818
+419
+5% +$39.4K 0.45% 37
2026
Q1 		$811K Sell
8,399
-1,328
-14% -$123K 0.48% 38
2025
Q4 		$848K Sell
9,727
-440
-4% -$40.2K 0.46% 38
2025
Q3 		$964K Sell
10,167
-557
-5% -$52K 0.55% 33
2025
Q2 		$985K Sell
10,724
-496
-4% -$44.5K 0.61% 33
2025
Q1 		$1.03M Sell
11,220
-654
-6% -$56.6K 0.7% 31
2024
Q4 		$977K Sell
11,874
-325
-3% -$28.5K 0.6% 30
2024
Q3 		$1.1M Sell
12,199
-1,582
-11% -$135K 0.71% 28
2024
Q2 		$1.07M Sell
13,781
-290
-2% -$22K 0.71% 29
2024
Q1 		$1.01M Sell
14,071
-1,060
-7% -$73.2K 0.72% 30
2023
Q4 		$1.06M Buy
+15,131
New +$1.04M 0.81% 26

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Ables Iannone Moore & Associates's SO Position: Q2 2026 in Review

Ables Iannone Moore & Associates increased its Southern Company (SO) stake by 5% in Q2 2026, buying an estimated $39.4K and bringing the position to 8,818 shares worth $844K. The position accounts for 0.45% of the portfolio, ranked #37.

Ables Iannone Moore & Associates first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2024. 487 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ables Iannone Moore & Associates held 8,818 shares of Southern Company worth $844K as of Q2 2026.
  • Ables Iannone Moore & Associates bought 419 Southern Company shares in Q2 2026, an estimated $39.4K.
  • Southern Company made up 0.45% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #37 holding.
  • Ables Iannone Moore & Associates first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Ables Iannone Moore & Associates's Southern Company position peaked at $1.1M in Q3 2024.
  • 487 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.