SOUTHERN CO/THE · CUSIP 842587107 · CIK 1818897
As of 2026-06-30, AM INVESTMENT STRATEGIES LLC reported 97.71K SO (shares), valued at $9.35M, or 1.80% of its reported non-derivative portfolio. Filed 2026-07-16.
Verify history & sources →Shares decreased 0.17%; reported value decreased 1.01%, and weight changed -0.28 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 | 1.80% | 97,708 | SEC filing ↗Filed Jul 16, 2026 |
| Q1 2026 | 2.08% | 97,871 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 1.77% | 97,844 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 2.05% | 99,417 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 2.14% | 98,838 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 2.18% | 97,780 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 1.79% | 89,441 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 1.78% | 81,180 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 1.57% | 81,888 | SEC filing ↗Filed Jul 29, 2024 |
| Q1 2024 | 1.49% | 81,655 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 1.33% | 67,301 | SEC filing ↗Filed Feb 2, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.33% | 67,301 | $4.72M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 1.49% | 81,655 | $5.86M | Shares increased 21.33%; reported value increased 24.14%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 1.57% | 81,888 | $6.35M | Shares increased 0.29%; reported value increased 8.43%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2024 |
| Q3 2024 | 1.78% | 81,180 | $7.32M | Shares decreased 0.86%; reported value increased 15.26%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 1.79% | 89,441 | $7.36M | Shares increased 10.18%; reported value increased 0.57%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 2.18% | 97,780 | $8.99M | Shares increased 9.32%; reported value increased 22.11%, and weight changed +0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 2.14% | 98,838 | $9.08M | Shares increased 1.08%; reported value increased 0.95%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 2.05% | 99,417 | $9.42M | Shares increased 0.59%; reported value increased 3.81%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 1.77% | 97,844 | $8.53M | Shares decreased 1.58%; reported value decreased 9.45%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 2.08% | 97,871 | $9.45M | Shares increased 0.03%; reported value increased 10.72%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 1.80% | 97,708 | $9.35M | Shares decreased 0.17%; reported value decreased 1.01%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 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.