Ameritas Investment Partners’s Southern Company SO Stock Holding History

Ameritas Investment Partners’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 Q1	$3.93M	Buy	40,735 +1,240	+3%	+$115K	0.12%	146
2025 Q4	$3.44M	Buy	39,495 +58	+0.1%	+$5.29K	0.1%	170
2025 Q3	$3.74M	Sell	39,437 -631	-2%	-$58.9K	0.11%	157
2025 Q2	$3.68M	Sell	40,068 -19	-0%	-$1.71K	0.12%	156
2025 Q1	$3.69M	Sell	40,087 -1,928	-5%	-$167K	0.13%	139
2024 Q4	$3.46M	Sell	42,015 -344	-0.8%	-$30.2K	0.11%	153
2024 Q3	$3.82M	Sell	42,359 -9,441	-18%	-$806K	0.12%	142
2024 Q2	$4.02M	Sell	51,800 -245	-0.5%	-$18.6K	0.14%	125
2024 Q1	$3.73M	Buy	52,045 +696	+1%	+$48K	0.13%	141
2023 Q4	$3.6M	Buy	51,349 +4,114	+9%	+$283K	0.13%	136
2023 Q3	$3.06M	Buy	47,235 +9,834	+26%	+$683K	0.12%	151
2023 Q2	$2.63M	Buy	37,401 +1,865	+5%	+$134K	0.1%	200
2023 Q1	$2.47M	Buy	35,536 +1,604	+5%	+$108K	0.1%	215
2022 Q4	$2.36M	Buy	33,932 +15,950	+89%	+$1.07M	0.09%	226
2022 Q3	$1.22M	Sell	17,982 -543	-3%	-$41.1K	0.05%	438
2022 Q2	$1.32M	Hold	18,525	–	–	0.06%	427
2022 Q1	$1.34M	Buy	18,525 +4,526	+32%	+$307K	0.05%	494
2021 Q4	$960K	Sell	13,999 -365	-3%	-$23.3K	0.03%	653
2021 Q3	$890K	Sell	14,364 -364	-2%	-$23.4K	0.03%	654
2021 Q2	$891K	Hold	14,728	–	–	0.03%	658
2021 Q1	$915K	Sell	14,728 -745	-5%	-$44.6K	0.03%	628
2020 Q4	$950K	Sell	15,473 -786	-5%	-$47.3K	0.04%	567
2020 Q3	$881K	Sell	16,259 -851	-5%	-$45.5K	0.04%	515
2020 Q2	$887K	Sell	17,110 -106	-0.6%	-$5.89K	0.04%	501
2020 Q1	$931K	Sell	17,216 -566	-3%	-$35.9K	0.05%	400
2019 Q4	$1.13M	Hold	17,782	–	–	0.05%	472
2019 Q3	$1.1M	Sell	17,782 -277	-2%	-$16.1K	0.05%	463
2019 Q2	$997K	Sell	18,059 -495	-3%	-$26.5K	0.05%	520
2019 Q1	$958K	Hold	18,554	–	–	0.04%	526
2018 Q4	$814K	Sell	18,554 -370	-2%	-$16.8K	0.04%	532
2018 Q3	$825K	Sell	18,924 -772	-4%	-$35.6K	0.04%	605
2018 Q2	$912K	Sell	19,696 -1,563	-7%	-$70K	0.04%	566
2018 Q1	$949K	Sell	21,259 -866	-4%	-$38.4K	0.05%	537
2017 Q4	$1.07M	Sell	22,125 -307	-1%	-$15.6K	0.05%	515
2017 Q3	$1.08M	Sell	22,432 -49	-0.2%	-$2.38K	0.05%	488
2017 Q2	$1.08M	Sell	22,481 -366	-2%	-$18.4K	0.05%	499
2017 Q1	$1.14M	Sell	22,847 -600	-3%	-$29.7K	0.06%	456
2016 Q4	$1.15M	Hold	23,447	–	–	0.06%	447
2016 Q3	$1.2M	Buy	23,447 +4,843	+26%	+$255K	0.07%	391
2016 Q2	$997K	Buy	18,604 +1,550	+9%	+$78K	0.06%	301
2016 Q1	$882K	Hold	17,054	–	–	0.06%	349
2015 Q4	$798K	Hold	17,054	–	–	0.05%	363
2015 Q3	$762K	Hold	17,054	–	–	0.05%	360
2015 Q2	$715K	Sell	17,054 -2,378	-12%	-$104K	0.05%	418
2015 Q1	$860K	Hold	19,432	–	–	0.06%	359
2014 Q4	$954K	Buy	19,432 +2,999	+18%	+$142K	0.07%	301
2014 Q3	$717K	Sell	16,433 -980	-6%	-$43.1K	0.05%	404
2014 Q2	$790K	Sell	17,413 -240	-1%	-$10.6K	0.06%	377
2014 Q1	$776K	Sell	17,653 -856	-5%	-$35.9K	0.06%	368
2013 Q4	$761K	Sell	18,509 -45,000	-71%	-$1.86M	0.06%	383
2013 Q3	$2.62M	Buy	63,509 +18,509	+41%	+$797K	0.25%	90
2013 Q2	$1.99M	Buy	+45,000	New	+$2.07M	0.54%	58

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameritas Investment Partners's SO Position: Q1 2026 in Review

Ameritas Investment Partners increased its Southern Company (SO) stake by 3.1% in Q1 2026, buying an estimated $115K and bringing the position to 40,735 shares worth $3.93M. The position accounts for 0.12% of the portfolio, ranked #146.

Ameritas Investment Partners first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.02M in Q2 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Ameritas Investment Partners held 40,735 shares of Southern Company worth $3.93M as of Q1 2026.
Ameritas Investment Partners bought 1,240 Southern Company shares in Q1 2026, an estimated $115K.
Southern Company made up 0.12% of Ameritas Investment Partners's portfolio in Q1 2026, its #146 holding.
Ameritas Investment Partners first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Ameritas Investment Partners's Southern Company position peaked at $4.02M in Q2 2024.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.