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SO
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Position history for ZACKS INVESTMENT MANAGEMENT's holdings in SOUTHERN CO

ZACKS INVESTMENT MANAGEMENT holds 1M shares of SO (SOUTHERN CO), worth $100.1M as of 2026-Q1. The position was decreased (-0.9% shares). SO represents 0.8% of ZACKS INVESTMENT MANAGEMENT's portfolio.

Current Value

$100.1M

Current Shares

1M

Total Value Change

+$416,629

Total Shares Change

-248,080

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1M
-0.9%
$100.1M0.8%$96.79
0
2025-Q4
Decreased
1M
-1.0%
$91.3M0.7%$87.57
0
2025-Q3
Decreased
1.1M
-19.4%
$100.3M0.8%$93.14
0
2025-Q2
Increased
1.3M
+0.9%
$120.5M1.0%$89.45
48
2025-Q1
Increased
1.3M
+1.3%
$119.6M1.1%$88.93
48
2024-Q4
Decreased
1.3M
-10.0%
$105.7M1.0%$79.71
0
2024-Q3
Increased
1.4M
+11.0%
$128.7M1.1%$86.47
53
2024-Q2
Increased
1.3M
+3.9%
$99.7M1.1%$73.83
49

Other major holders of SO: VANGUARD GROUP INC

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