Ables Iannone Moore & Associates
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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
Q3 		$693K Sell
8,362
-456
-5% -$41.6K 0.36% 41
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Ables Iannone Moore & Associates's SO Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its Southern Company (SO) stake by 5.2% in Q3 2026, selling an estimated $41.6K and leaving 8,362 shares worth $693K. The position accounts for 0.36% of the portfolio, ranked #41.

Ables Iannone Moore & Associates first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2024. 880 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Ables Iannone Moore & Associates held 8,362 shares of Southern Company worth $693K as of Q3 2026.
  • Ables Iannone Moore & Associates sold 456 Southern Company shares in Q3 2026, an estimated $41.6K.
  • Southern Company made up 0.36% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #41 holding.
  • Ables Iannone Moore & Associates first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Ables Iannone Moore & Associates's Southern Company position peaked at $1.1M in Q3 2024.
  • 880 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.