How many shares of SO does ZACKS INVESTMENT MANAGEMENT own?

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT holds 1M shares of SO (SOUTHERN CO/THE).

What is ZACKS INVESTMENT MANAGEMENT's SO position worth?

As of 2026-Q2, ZACKS INVESTMENT MANAGEMENT's SO position is worth $99.3M.

Is ZACKS INVESTMENT MANAGEMENT buying or selling SO?

In 2026-Q2, ZACKS INVESTMENT MANAGEMENT increased their SO position (+0.0% change in shares).

When did ZACKS INVESTMENT MANAGEMENT first buy SO?

Based on available 13F filings, ZACKS INVESTMENT MANAGEMENT first reported a position in SO in 2019-Q1. They have held the position across 30 quarters.

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ZACKS INVESTMENT MANAGEMENT

SO
30 quarters

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

Current Value

$99.3M

Current Shares

Total Value Change

+$55.8M

Total Shares Change

+195,813

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1M	+0.0%	$99.3M	0.7%	$94.93	42
2026-Q1	Decreased	1M	-0.9%	$100.1M	0.8%	$94.94	0
2025-Q4	Decreased	1M	-1.0%	$91.3M	0.7%	$85.11	0
2025-Q3	Decreased	1.1M	-19.4%	$100.3M	0.8%	$91.74	0
2025-Q2	Increased	1.3M	+0.9%	$120.5M	1.0%	$88.20	48
2025-Q1	Increased	1.3M	+1.3%	$119.6M	1.1%	$87.57	48
2024-Q4	Decreased	1.3M	-10.0%	$105.7M	1.0%	$77.74	0
2024-Q3	Increased	1.4M	+11.0%	$128.7M	1.1%	$84.47	53
2024-Q2	Increased	1.3M	+3.9%	$99.7M	1.1%	$72.06	49
2024-Q1	Increased	1.2M	+2.9%	$88.8M	0.9%	$66.04	43
2023-Q4	Decreased	1.2M	-2.6%	$84.4M	1.0%	$63.87	0
2023-Q3	Increased	1.2M	+0.3%	$80M	1.0%	$58.36	47
2023-Q2	Increased	1.2M	+0.8%	$86.5M	1.1%	$62.70	47
2023-Q1	Increased	1.2M	+3.8%	$85M	1.1%	$61.52	49
2022-Q4	Increased	1.2M	+3.9%	$84.1M	1.2%	$62.49	49
2022-Q3	Increased	1.1M	+4.2%	$77.1M	1.2%	$58.88	49
2022-Q2	Increased	1.1M	+8.2%	$77.6M	1.2%	$61.21	51
2022-Q1	Increased	1M	+6.5%	$72.9M	1.0%	$61.67	50
2021-Q4	Increased	944,138	+1.6%	$64.7M	0.9%	$57.73	42
2021-Q3	Increased	929,502	+3.0%	$57.6M	0.9%	$51.62	43
2021-Q2	Increased	902,585	+5.3%	$54.6M	0.9%	$49.90	44
2021-Q1	Decreased	857,265	-9.4%	$53.3M	0.9%	$50.74	0
2020-Q4	Decreased	946,040	-2.9%	$58.1M	1.1%	$49.62	0
2020-Q3	Increased	974,077	+3.4%	$52.8M	1.1%	$43.36	48
2020-Q2	Decreased	942,302	-4.8%	$48.9M	1.1%	$40.98	0
2020-Q1	Decreased	990,044	-1.4%	$53.6M	1.3%	$42.29	0
2019-Q4	Increased	1M	+0.7%	$64M	1.2%	$49.31	47
2019-Q3	Increased	997,256	+1.9%	$61.6M	1.2%	$47.34	47
2019-Q2	Increased	978,505	+16.2%	$54.1M	1.1%	$41.91	54
2019-Q1	New	842,010	-	$43.5M	0.9%	$38.74	57

Other major holders of SO: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, VANGUARD GROUP INC

SO30 quarters

SO
30 quarters