How many shares of SO does NewEdge Advisors, LLC own?

As of 2026-Q1, NewEdge Advisors, LLC holds 1M shares of SO (SOUTHERN CO).

What is NewEdge Advisors, LLC's SO position worth?

As of 2026-Q1, NewEdge Advisors, LLC's SO position is worth $100.3M.

In 2026-Q1, NewEdge Advisors, LLC decreased their SO position (-10.8% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in SO in 2018-Q4. They have held the position across 30 quarters.

Position history for NewEdge Advisors, LLC's holdings in SOUTHERN CO

Current Value

$100.3M

Current Shares

Total Value Change

+$99.3M

Total Shares Change

+1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1M	-10.8%	$100.3M	0.4%	$96.79	0
2025-Q4	Increased	1.2M	+396.6%	$101.6M	0.4%	$87.57	58
2025-Q3	Increased	234,749	+12.7%	$22.2M	0.1%	$93.14	38
2025-Q2	Decreased	208,388	-1.4%	$19.1M	0.1%	$89.45	0
2025-Q1	Decreased	211,330	-8.1%	$19.4M	0.1%	$88.93	0
2024-Q4	Increased	229,905	+5.2%	$18.9M	0.1%	$79.71	36
2024-Q3	Increased	218,521	+2.4%	$19.7M	0.1%	$86.47	35
2024-Q2	Increased	213,413	+6.3%	$16.6M	0.1%	$73.83	36
2024-Q1	Decreased	200,857	-60.3%	$14.4M	0.1%	$67.66	0
2023-Q4	Increased	505,986	+359.0%	$35.4M	0.3%	$65.44	56
2023-Q3	Increased	110,246	+36.0%	$7.1M	0.1%	$59.80	36
2023-Q2	Increased	81,034	+11.3%	$5.7M	0.1%	$63.23	30
2023-Q1	Decreased	72,807	-2.3%	$5.1M	0.1%	$62.56	0
2022-Q4	Increased	74,489	+28.2%	$2.4M	0.1%	$64.02	33
2022-Q3	Decreased	58,091	-6.2%	$4M	0.1%	$61.55	0
2022-Q2	Increased	61,914	+24.0%	$4.4M	0.1%	$62.15	33
2022-Q1	Increased	49,925	+0.4%	$3.6M	0.1%	$63.17	27
2021-Q4	Increased	49,704	+49.5%	$3.4M	0.1%	$58.96	37
2021-Q3	Increased	33,247	+7.9%	$2.1M	0.1%	$53.46	28
2021-Q2	Increased	30,819	+2.8%	$1.9M	0.0%	$51.08	27
2021-Q1	Decreased	29,979	-12.3%	$1.9M	0.1%	$51.47	0
2020-Q4	Increased	34,182	+2.1%	$2.1M	0.1%	$50.17	26
2020-Q3	Decreased	33,489	-49.5%	$1.8M	0.1%	$44.00	0
2020-Q2	Decreased	66,386	-0.3%	$3.4M	0.1%	$41.75	0
2020-Q1	Decreased	66,558	-9.1%	$3.6M	0.2%	$46.41	0
2019-Q4	Increased	73,201	+34.6%	$4.7M	0.2%	$50.24	41
2019-Q3	Increased	54,383	+126.2%	$3.3M	0.1%	$48.51	51
2019-Q2	Increased	24,039	+5.9%	$1.3M	0.1%	$42.95	27
2019-Q1	Increased	22,696	+2.6%	$1.2M	0.1%	$39.69	26
2018-Q4	New	22,114	-	$971,000	0.1%	$33.34	35

Other major holders of SO: VANGUARD GROUP INC