SOUTHERN CO/THE · CUSIP 842587107 · CIK 1716399
As of 2026-06-30, CAHABA WEALTH MANAGEMENT, INC. reported 373.86K SO (shares), valued at $35.78M, or 2.16% of its reported non-derivative portfolio. Filed 2026-07-31.
Verify history & sources →Shares decreased 4.04%; reported value decreased 4.84%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.16% | 373,857 | SEC filing ↗Filed Jul 31, 2026 |
| Q1 2026 | 2.55% | 389,578 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.06% | 339,697 | SEC filing ↗Filed Jan 7, 2026 |
| Q3 2025 | 2.36% | 343,359 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 2.50% | 350,849 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 2.43% | 319,826 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 1.90% | 278,453 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 2.02% | 271,457 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 1.87% | 274,044 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 1.96% | 300,105 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.06% | 296,281 | SEC filing ↗Filed Jan 23, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.06% | 296,281 | $20.78M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.96% | 300,105 | $21.53M | Shares increased 1.29%; reported value increased 3.63%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 1.87% | 274,044 | $21.26M | Shares decreased 8.68%; reported value decreased 1.26%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.02% | 271,457 | $24.48M | Shares decreased 0.94%; reported value increased 15.16%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 1.90% | 278,453 | $22.92M | Shares increased 2.58%; reported value decreased 6.36%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.43% | 319,826 | $29.41M | Shares increased 14.86%; reported value increased 28.29%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 2.50% | 350,849 | $32.22M | Shares increased 9.70%; reported value increased 9.56%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 2.36% | 343,359 | $32.54M | Shares decreased 2.13%; reported value increased 1.00%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 2.06% | 339,697 | $29.62M | Shares decreased 1.07%; reported value decreased 8.97%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2026 |
| Q1 2026 | 2.55% | 389,578 | $37.60M | Shares increased 14.68%; reported value increased 26.94%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.16% | 373,857 | $35.78M | Shares decreased 4.04%; reported value decreased 4.84%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.