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 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%	+$8.71K	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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Abel Hall LLC's SO Position: Q2 2026 in Review

Abel Hall LLC reduced its Southern Company (SO) stake by 6% in Q2 2026, selling an estimated $55.3K and leaving 9,189 shares worth $879K. The position accounts for 0.15% of the portfolio, ranked #97.

Abel Hall LLC first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $944K in Q1 2026. 933 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Abel Hall LLC held 9,189 shares of Southern Company worth $879K as of Q2 2026.
Abel Hall LLC sold 587 Southern Company shares in Q2 2026, an estimated $55.3K.
Southern Company made up 0.15% of Abel Hall LLC's portfolio in Q2 2026, its #97 holding.
Abel Hall LLC first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Abel Hall LLC's Southern Company position peaked at $944K in Q1 2026.
933 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.