Fort Washington Investment Advisors Boosts Stake in Southern Company

The investment firm increased its holdings in the utility provider by 1.8% in the fourth quarter.

Mar. 27, 2026 at 8:38am

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Fort Washington Investment Advisors Inc. OH boosted its position in shares of Southern Company (The) (NYSE:SO) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm now owns 628,228 shares of the utilities provider's stock, worth approximately $54.8 million.

Why it matters

Southern Company is one of the largest utility providers in the United States, serving customers across the Southeast. The increase in Fort Washington's stake suggests the investment firm sees continued growth potential in the company.

The details

Fort Washington Investment Advisors acquired an additional 11,115 shares of Southern Company stock during the fourth quarter, bringing its total holdings to 628,228 shares. This represents approximately 0.06% of the company's outstanding shares.

  • Fort Washington Investment Advisors filed its Form 13F for the fourth quarter of 2025 on March 27, 2026.

The players

Fort Washington Investment Advisors Inc. OH

An investment management firm based in Ohio that manages a portfolio of stocks, bonds, and other securities.

Southern Company (The)

A major electric and gas utility company headquartered in Atlanta, Georgia that serves customers across the southeastern United States.

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The takeaway

The increase in Fort Washington's stake in Southern Company suggests the investment firm sees continued growth potential in the utility provider, which is one of the largest in the Southeast region.