Advisors Asset Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.88M | Buy |
71,283
+3,352
| +5% | +$310K | 0.11% | 239 |
|
|
2025
Q4 | $5.92M | Buy |
67,931
+5,167
| +8% | +$472K | 0.1% | 267 |
|
|
2025
Q3 | $5.95M | Buy |
62,764
+4,050
| +7% | +$378K | 0.1% | 279 |
|
|
2025
Q2 | $5.39M | Buy |
58,714
+7,360
| +14% | +$661K | 0.1% | 279 |
|
|
2025
Q1 | $4.72M | Buy |
51,354
+1,953
| +4% | +$169K | 0.09% | 296 |
|
|
2024
Q4 | $4.07M | Buy |
49,401
+1,640
| +3% | +$144K | 0.07% | 346 |
|
|
2024
Q3 | $4.31M | Sell |
47,761
-3,147
| -6% | -$269K | 0.08% | 322 |
|
|
2024
Q2 | $3.95M | Sell |
50,908
-2,012
| -4% | -$152K | 0.08% | 338 |
|
|
2024
Q1 | $3.8M | Sell |
52,920
-8,230
| -13% | -$568K | 0.07% | 341 |
|
|
2023
Q4 | $4.29M | Sell |
61,150
-5,810
| -9% | -$399K | 0.09% | 286 |
|
|
2023
Q3 | $4.33M | Sell |
66,960
-6,129
| -8% | -$425K | 0.09% | 273 |
|
|
2023
Q2 | $5.13M | Buy |
73,089
+217
| +0.3% | +$15.6K | 0.1% | 230 |
|
|
2023
Q1 | $5.07M | Buy |
72,872
+5,643
| +8% | +$380K | 0.1% | 237 |
|
|
2022
Q4 | $4.8M | Buy |
67,229
+5,945
| +10% | +$398K | 0.1% | 240 |
|
|
2022
Q3 | $4.17M | Sell |
61,284
-1,058
| -2% | -$80.1K | 0.09% | 267 |
|
|
2022
Q2 | $4.45M | Sell |
62,342
-255
| -0.4% | -$18.7K | 0.08% | 266 |
|
|
2022
Q1 | $4.54M | Buy |
62,597
+2,910
| +5% | +$197K | 0.07% | 301 |
|
|
2021
Q4 | $4.09M | Sell |
59,687
-2,156
| -3% | -$137K | 0.06% | 359 |
|
|
2021
Q3 | $3.83M | Sell |
61,843
-29,166
| -32% | -$1.88M | 0.06% | 358 |
|
|
2021
Q2 | $5.51M | Sell |
91,009
-8,076
| -8% | -$516K | 0.08% | 245 |
|
|
2021
Q1 | $6.16M | Sell |
99,085
-13,000
| -12% | -$778K | 0.1% | 210 |
|
|
2020
Q4 | $6.88M | Sell |
112,085
-57,754
| -34% | -$3.47M | 0.11% | 168 |
|
|
2020
Q3 | $9.21M | Sell |
169,839
-51,734
| -23% | -$2.76M | 0.17% | 111 |
|
|
2020
Q2 | $11.5M | Sell |
221,573
-59,093
| -21% | -$3.29M | 0.22% | 87 |
|
|
2020
Q1 | $15.2M | Sell |
280,666
-99,641
| -26% | -$6.31M | 0.36% | 53 |
|
|
2019
Q4 | $24.2M | Sell |
380,307
-88,438
| -19% | -$5.48M | 0.42% | 35 |
|
|
2019
Q3 | $29M | Sell |
468,745
-73,117
| -13% | -$4.24M | 0.53% | 27 |
|
|
2019
Q2 | $30M | Sell |
541,862
-38,674
| -7% | -$2.07M | 0.54% | 25 |
|
|
2019
Q1 | $30M | Sell |
580,536
-17,117
| -3% | -$839K | 0.53% | 23 |
|
|
2018
Q4 | $26.2M | Sell |
597,653
-3,332
| -0.6% | -$151K | 0.53% | 24 |
|
|
2018
Q3 | $26.2M | Buy |
600,985
+30,633
| +5% | +$1.41M | 0.43% | 36 |
|
|
2018
Q2 | $26.4M | Sell |
570,352
-26,508
| -4% | -$1.19M | 0.45% | 29 |
|
|
2018
Q1 | $25.7M | Buy |
596,860
+20,607
| +4% | +$915K | 0.43% | 36 |
|
|
2017
Q4 | $27.7M | Buy |
576,253
+83,973
| +17% | +$4.28M | 0.46% | 33 |
|
|
2017
Q3 | $24.2M | Sell |
492,280
-2,904
| -0.6% | -$141K | 0.41% | 41 |
|
|
2017
Q2 | $23.7M | Buy |
495,184
+68,752
| +16% | +$3.45M | 0.4% | 38 |
|
|
2017
Q1 | $21.2M | Buy |
426,432
+4,479
| +1% | +$221K | 0.36% | 53 |
|
|
2016
Q4 | $20.8M | Buy |
421,953
+24,746
| +6% | +$1.22M | 0.34% | 55 |
|
|
2016
Q3 | $20.4M | Sell |
397,207
-99,011
| -20% | -$5.21M | 0.33% | 56 |
|
|
2016
Q2 | $26.6M | Sell |
496,218
-90,878
| -15% | -$4.57M | 0.43% | 31 |
|
|
2016
Q1 | $30.4M | Sell |
587,096
-115,832
| -16% | -$5.64M | 0.51% | 19 |
|
|
2015
Q4 | $32.9M | Sell |
702,928
-153,779
| -18% | -$6.97M | 0.52% | 17 |
|
|
2015
Q3 | $38.3M | Sell |
856,707
-157,932
| -16% | -$6.93M | 0.61% | 12 |
|
|
2015
Q2 | $42.5M | Buy |
1,014,639
+155,375
| +18% | +$6.77M | 0.58% | 13 |
|
|
2015
Q1 | $38M | Buy |
859,264
+200,498
| +30% | +$9.52M | 0.51% | 28 |
|
|
2014
Q4 | $32.4M | Buy |
658,766
+199,441
| +43% | +$9.42M | 0.43% | 47 |
|
|
2014
Q3 | $20.1M | Buy |
459,325
+222,503
| +94% | +$9.77M | 0.28% | 101 |
|
|
2014
Q2 | $10.7M | Buy |
236,822
+131,212
| +124% | +$5.8M | 0.15% | 183 |
|
|
2014
Q1 | $4.64M | Buy |
105,610
+16,706
| +19% | +$700K | 0.07% | 333 |
|
|
2013
Q4 | $3.65M | Buy |
88,904
+20,454
| +30% | +$844K | 0.06% | 381 |
|
|
2013
Q3 | $2.82M | Buy |
68,450
+21,044
| +44% | +$906K | 0.05% | 414 |
|
|
2013
Q2 | $2.09M | Buy |
+47,406
| New | +$2.18M | 0.04% | 453 |
|
Other funds holding SO
VCM
VPM
Advisors Asset Management's SO Position: Q1 2026 in Review
Advisors Asset Management increased its Southern Company (SO) stake by 4.9% in Q1 2026, buying an estimated $310K and bringing the position to 71,283 shares worth $6.88M. The position accounts for 0.11% of the portfolio, ranked #239.
Advisors Asset Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.5M in Q2 2015. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Advisors Asset Management held 71,283 shares of Southern Company worth $6.88M as of Q1 2026.
- Advisors Asset Management bought 3,352 Southern Company shares in Q1 2026, an estimated $310K.
- Southern Company made up 0.11% of Advisors Asset Management's portfolio in Q1 2026, its #239 holding.
- Advisors Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Southern Company position peaked at $42.5M in Q2 2015.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.