Advisory Alpha’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
Q2 | $1.59M | Buy |
16,579
+6,064
| +58% | +$571K | 0.04% | 156 |
|
|
2026
Q1 | $1.02M | Buy |
10,515
+2,693
| +34% | +$249K | 0.03% | 187 |
|
|
2025
Q4 | $682K | Buy |
7,822
+893
| +13% | +$81.5K | 0.02% | 247 |
|
|
2025
Q3 | $651K | Buy |
6,929
+3,089
| +80% | +$288K | 0.02% | 255 |
|
|
2025
Q2 | $353K | Sell |
3,840
-104
| -3% | -$9.34K | 0.01% | 334 |
|
|
2025
Q1 | $363K | Buy |
3,944
+80
| +2% | +$6.92K | 0.01% | 307 |
|
|
2024
Q4 | $318K | Sell |
3,864
-752
| -16% | -$66K | 0.01% | 306 |
|
|
2024
Q3 | $416K | Buy |
4,616
+667
| +17% | +$57K | 0.01% | 259 |
|
|
2024
Q2 | $306K | Sell |
3,949
-176
| -4% | -$13.3K | 0.01% | 286 |
|
|
2024
Q1 | $296K | Sell |
4,125
-388
| -9% | -$26.8K | 0.01% | 302 |
|
|
2023
Q4 | $317K | Sell |
4,513
-19
| -0.4% | -$1.3K | 0.01% | 252 |
|
|
2023
Q3 | $293K | Buy |
4,532
+263
| +6% | +$18.3K | 0.02% | 239 |
|
|
2023
Q2 | $300K | Buy |
4,269
+128
| +3% | +$9.18K | 0.02% | 256 |
|
|
2023
Q1 | $288K | Buy |
4,141
+335
| +9% | +$22.6K | 0.02% | 227 |
|
|
2022
Q4 | $272K | Sell |
3,806
-152
| -4% | -$10.2K | 0.02% | 219 |
|
|
2022
Q3 | $269K | Buy |
3,958
+112
| +3% | +$8.48K | 0.02% | 209 |
|
|
2022
Q2 | $274K | Sell |
3,846
-276
| -7% | -$20.3K | 0.02% | 210 |
|
|
2022
Q1 | $299K | Sell |
4,122
-7,090
| -63% | -$480K | 0.02% | 213 |
|
|
2021
Q4 | $769K | Sell |
11,212
-626
| -5% | -$39.9K | 0.04% | 140 |
|
|
2021
Q3 | $734K | Buy |
11,838
+574
| +5% | +$37K | 0.05% | 130 |
|
|
2021
Q2 | $682K | Buy |
11,264
+1,005
| +10% | +$64.3K | 0.06% | 109 |
|
|
2021
Q1 | $638K | Sell |
10,259
-472
| -4% | -$28.3K | 0.06% | 95 |
|
|
2020
Q4 | $659K | Buy |
10,731
+482
| +5% | +$29K | 0.13% | 45 |
|
|
2020
Q3 | $592K | Buy |
10,249
+166
| +2% | +$8.87K | 0.13% | 44 |
|
|
2020
Q2 | $553K | Sell |
10,083
-52
| -0.5% | -$2.89K | 0.12% | 57 |
|
|
2020
Q1 | $576K | Sell |
10,135
-10
| -0.1% | -$634 | 0.16% | 50 |
|
|
2019
Q4 | $655K | Buy |
10,145
+148
| +1% | +$9.17K | 0.16% | 57 |
|
|
2019
Q3 | $619K | Buy |
+9,997
| New | +$579K | 0.18% | 57 |
|
|
2019
Q2 | – | Sell |
-819
| Closed | -$42.9K | – | 559 |
|
|
2019
Q1 | $42.9K | Buy |
+819
| New | +$40.1K | 0.02% | 252 |
|
Other funds holding SO
Advisory Alpha's SO Position: Q2 2026 in Review
Advisory Alpha increased its Southern Company (SO) stake by 58% in Q2 2026, buying an estimated $571K and bringing the position to 16,579 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #156.
Advisory Alpha first reported a position in SO in Q1 2019 and has held it in 29 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Advisory Alpha held 16,579 shares of Southern Company worth $1.59M as of Q2 2026.
- Advisory Alpha bought 6,064 Southern Company shares in Q2 2026, an estimated $571K.
- Southern Company made up 0.04% of Advisory Alpha's portfolio in Q2 2026, its #156 holding.
- Advisory Alpha first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.