Abel Hall LLC
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Abel Hall LLC’s Southern Company SO Stock Holding History

Abel Hall LLC’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$617K Sell
7,448
-1,741
-19% -$159K 0.11% 161
2026
Q2 		$879K Sell
9,189
-587
-6% -$55.3K 0.15% 97
2026
Q1 		$944K Buy
9,776
+2,525
+35% +$234K 0.2% 81
2025
Q4 		$632K Sell
7,251
-43
-0.6% -$3.93K 0.15% 113
2025
Q3 		$691K Sell
7,294
-25
-0.3% -$2.33K 0.28% 51
2025
Q2 		$672K Sell
7,319
-85
-1% -$7.63K 0.31% 48
2025
Q1 		$681K Buy
7,404
+541
+8% +$46.8K 0.41% 40
2024
Q4 		$565K Buy
6,863
+33
+0.5% +$2.9K 0.36% 38
2024
Q3 		$616K Buy
6,830
+120
+2% +$10.3K 0.4% 38
2024
Q2 		$520K Buy
6,710
+115
+2% +$8.72K 0.37% 40
2024
Q1 		$473K Buy
6,595
+137
+2% +$9.46K 0.35% 44
2023
Q4 		$453K Buy
+6,458
New +$443K 0.39% 42

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Abel Hall LLC's SO Position: Q3 2026 in Review

Abel Hall LLC reduced its Southern Company (SO) stake by 19% in Q3 2026, selling an estimated $159K and leaving 7,448 shares worth $617K. The position accounts for 0.11% of the portfolio, ranked #161.

Abel Hall LLC first reported a position in SO in Q4 2023 and has held it in 12 quarters since. The position peaked at $944K in Q1 2026. 827 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Abel Hall LLC held 7,448 shares of Southern Company worth $617K as of Q3 2026.
  • Abel Hall LLC sold 1,741 Southern Company shares in Q3 2026, an estimated $159K.
  • Southern Company made up 0.11% of Abel Hall LLC's portfolio in Q3 2026, its #161 holding.
  • Abel Hall LLC first reported a position in Southern Company in Q4 2023 and has held it in 12 quarters since.
  • Abel Hall LLC's Southern Company position peaked at $944K in Q1 2026.
  • 827 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.