Form 13-F position report

* SOUTHERN CO

Reported by Imprint Wealth LLC

Company profile Manager portfolio Source filing
SO CUSIP 842587107 Manager CIK 0001972653
Latest reported change

Reported 27,749 shares, down 5,068 (15.4%) from the prior quarter.

Reported value -14.6%; share count -15.4% vs. the prior quarter.

Reduced
% of reported 13F value 1.23% This manager · Q2 2023
Shares 27,749 Quarter-end amount reported
Reported value $1,949,392 Fair value at quarter end
Consecutive quarters held 2 Through Q2 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Unchanged 121 0 (0.0%) 0.05% $11,581 2026-08-14
Q1 2026 Reduced 121 -123 (-50.4%) 0.05% $11,679 2026-05-15
Q4 2025 Added 244 +144 (144.0%) 0.1% $21,277 2026-02-17
Q3 2025 Reduced 100 -36,271 (-99.7%) 0.03% $9,477 2025-11-14
Q1 2024 Added 36,371 +8,468 (30.3%) 0.63% $2,585,982 2024-05-10
Q4 2023 Reduced 27,903 -425 (-1.5%) 1.57% $1,956,540 2024-01-30
Q3 2023 Added 28,328 +579 (2.1%) 1.55% $1,833,369 2023-11-15
Q2 2023 Reduced 27,749 -5,068 (-15.4%) 1.23% $1,949,392 2023-08-15
Q1 2023 New 32,817 +32,817 (0.0%) 1.5% $2,283,435 2023-05-15
Institutional context

Who else reported the position

1809 managers reported * SOUTHERN CO for Q2 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 99,220,642 +246,709 0.17% $6,970,250,101 41 qtrs
BlackRock Inc Reduced 78,107,818 -886,077 0.15% $5,487,074,252 41 qtrs
STATE STREET CORPORATION Reduced 62,624,121 -705,067 0.23% $4,399,344,500 41 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 43,315,968 -18,156,683 0.42% $3,042,948,000 41 qtrs
FMR LLC Added 37,067,903 +2,348,417 0.22% $2,604,020,218 41 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Reduced 27,016,124 -360,393 0.62% $1,897,882,712 24 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 19,816,104 +452,511 0.16% $1,387,945,208 41 qtrs
FRANKLIN RESOURCES INC Added 16,070,918 +642,737 0.54% $1,128,981,990 41 qtrs
Capital Research Global Investors Added 11,910,166 +883,544 0.22% $836,689,162 13 qtrs
NORTHERN TRUST CORPORATION Reduced 10,573,857 -692,846 0.14% $742,813,454 41 qtrs
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Filing details and methodology As reported
Report period
June 30, 2023
Filed
August 15, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
27,749

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.