Ken Fisher's SO Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 119,135 shares of The Southern Company (SO) worth $10.39 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in SO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2021, adding 78,967 shares. Largest reduction occurred in Q2 2022, reducing 80,850 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's The Southern Company (SO) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Southern Company (SO) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -856 | Reduce 0.71% | 119,135 | $87.20 |
| Q3 2025 | -2,417 | Reduce 1.97% | 119,991 | $94.77 |
| Q2 2025 | +6,129 | Add 5.27% | 122,408 | $91.83 |
| Q1 2025 | +1,990 | Add 1.74% | 116,279 | $91.95 |
| Q4 2024 | +5,928 | Add 5.47% | 114,289 | $82.32 |
| Q3 2024 | +5,589 | Add 5.44% | 108,361 | $90.18 |
| Q2 2024 | +11,164 | Add 12.19% | 102,772 | $77.57 |
| Q1 2024 | +7,021 | Add 8.30% | 91,608 | $71.74 |
| Q4 2023 | -3,617 | Reduce 4.10% | 84,587 | $70.12 |
| Q3 2023 | -26,760 | Reduce 23.28% | 88,204 | $64.72 |
| Q2 2023 | +4,745 | Add 4.31% | 114,964 | $70.25 |
| Q1 2023 | -5,451 | Reduce 4.71% | 110,219 | $69.58 |
| Q4 2022 | +32,795 | Add 39.57% | 115,670 | $71.41 |
| Q3 2022 | -2,734 | Reduce 3.19% | 82,875 | $68.01 |
| Q2 2022 | -80,850 | Reduce 48.57% | 85,609 | $71.31 |
| Q1 2022 | +8,422 | Add 5.33% | 166,459 | $72.51 |
| Q4 2021 | +78,967 | Add 99.87% | 158,037 | $68.58 |
| Q3 2021 | -578 | Reduce 0.73% | 79,070 | $61.97 |
| Q2 2021 | +3,191 | Add 4.17% | 79,648 | $60.52 |
| Q1 2021 | -2,632 | Reduce 3.33% | 76,457 | $62.17 |
| Q4 2020 | +12,839 | Add 19.38% | 79,089 | $61.42 |
| Q3 2020 | +6,140 | Add 10.21% | 66,250 | $54.22 |
| Q2 2020 | +49,374 | Add 459.89% | 60,110 | $51.85 |
| Q1 2020 | -5,017 | Reduce 31.85% | 10,736 | $54.12 |
| Q4 2019 | +4,690 | Add 42.39% | 15,753 | $63.67 |
| Q3 2019 | +1,774 | Add 19.10% | 11,063 | $61.74 |
| Q2 2019 | +3,832 | Add 70.22% | 9,289 | $55.33 |
| Q1 2019 | -1,955 | Reduce 26.38% | 5,457 | $51.68 |
| Q4 2018 | -2,170 | Reduce 22.65% | 7,412 | $43.98 |
| Q3 2018 | +687 | Add 7.72% | 9,582 | $43.62 |
| Q2 2018 | +2,555 | Add 40.30% | 8,895 | $46.32 |
| Q1 2018 | -332 | Reduce 4.98% | 6,340 | $44.64 |
| Q4 2017 | -316 | Reduce 4.52% | 6,672 | $48.11 |
| Q3 2017 | +1,895 | Add 37.21% | 6,988 | $49.08 |
| Q2 2017 | -2,499 | Reduce 32.92% | 5,093 | $47.91 |
| Q1 2017 | -383 | Reduce 4.80% | 7,592 | $49.79 |
| Q4 2016 | -1,657 | Reduce 17.20% | 7,975 | $49.15 |
| Q3 2016 | +1,435 | Add 17.51% | 9,632 | $51.29 |
| Q2 2016 | -1,453 | Reduce 15.06% | 8,197 | $53.80 |
| Q1 2016 | -5,202 | Reduce 35.03% | 9,650 | $50.67 |
| Q4 2015 | +4,866 | Add 48.73% | 14,852 | $46.80 |
| Q3 2015 | +1,030 | Add 11.50% | 9,986 | $44.66 |
| Q2 2015 | +1,638 | Add 22.38% | 8,956 | $41.87 |
| Q1 2015 | -852 | Reduce 10.43% | 7,318 | $44.27 |
| Q4 2014 | +8,170 | New Buy | 8,170 | $49.08 |
| Q3 2014 | -8,899 | Sold Out | 0 | $0.00 |
| Q2 2014 | +2,277 | Add 34.39% | 8,899 | $45.40 |
| Q1 2014 | +725 | Add 12.29% | 6,622 | $43.94 |
| Q4 2013 | -3,257 | Reduce 35.58% | 5,897 | $41.04 |
| Q3 2013 | +1,531 | Add 20.08% | 9,154 | $41.18 |
| Q2 2013 | +7,623 | Add 0.00% | 7,623 | $44.08 |
Ken Fisher's The Southern Company Investment FAQs
Ken Fisher first purchased The Southern Company (SO) in Q2 2013, acquiring 7,623 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held The Southern Company (SO) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to The Southern Company (SO) was in Q4 2021, adding 158,037 shares worth $10.84 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 119,135 shares of The Southern Company (SO), valued at approximately $10.39 M.
As of the Q4 2025 filing, The Southern Company (SO) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in The Southern Company (SO) was 166,459 shares, as reported at the end of Q1 2022.