Advisory Services Network’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 | $11.6M | Sell |
120,975
-424
| -0.3% | -$39.9K | 0.13% | 161 |
|
|
2026
Q1 | $11.7M | Sell |
121,399
-19,316
| -14% | -$1.79M | 0.16% | 133 |
|
|
2025
Q4 | $12.3M | Buy |
140,715
+16,542
| +13% | +$1.51M | 0.17% | 120 |
|
|
2025
Q3 | $11.8M | Buy |
124,173
+582
| +0.5% | +$54.3K | 0.17% | 123 |
|
|
2025
Q2 | $11.7M | Buy |
123,591
+3,366
| +3% | +$302K | 0.19% | 114 |
|
|
2025
Q1 | $11.1M | Sell |
120,225
-7,898
| -6% | -$684K | 0.21% | 96 |
|
|
2024
Q4 | $10.5M | Buy |
128,123
+5,500
| +4% | +$483K | 0.2% | 103 |
|
|
2024
Q3 | $9.51M | Hold |
122,623
| – | – | 0.2% | 103 |
|
|
2024
Q2 | $9.51M | Buy |
122,623
+2,485
| +2% | +$188K | 0.2% | 103 |
|
|
2024
Q1 | $8.62M | Sell |
120,138
-2,755
| -2% | -$190K | 0.19% | 112 |
|
|
2023
Q4 | $8.62M | Sell |
122,893
-17,503
| -12% | -$1.2M | 0.21% | 94 |
|
|
2023
Q3 | $9.09M | Buy |
140,396
+15
| +0% | +$1.04K | 0.24% | 75 |
|
|
2023
Q2 | $9.86M | Sell |
140,381
-6,559
| -4% | -$470K | 0.26% | 77 |
|
|
2023
Q1 | $10.2M | Sell |
146,940
-676
| -0.5% | -$45.5K | 0.28% | 70 |
|
|
2022
Q4 | $10.5M | Buy |
147,616
+1,861
| +1% | +$124K | 0.32% | 58 |
|
|
2022
Q3 | $9.91M | Sell |
145,755
-28,598
| -16% | -$2.17M | 0.35% | 59 |
|
|
2022
Q2 | $12.4M | Buy |
174,353
+16,100
| +10% | +$1.18M | 0.43% | 37 |
|
|
2022
Q1 | $11.5M | Buy |
158,253
+15,256
| +11% | +$1.03M | 0.34% | 49 |
|
|
2021
Q4 | $9.81M | Buy |
142,997
+7,483
| +6% | +$477K | 0.28% | 68 |
|
|
2021
Q3 | $8.4M | Buy |
135,514
+34,560
| +34% | +$2.23M | 0.27% | 73 |
|
|
2021
Q2 | $6.11M | Buy |
100,954
+18,947
| +23% | +$1.21M | 0.19% | 123 |
|
|
2021
Q1 | $5.1M | Sell |
82,007
-19,903
| -20% | -$1.19M | 0.19% | 128 |
|
|
2020
Q4 | $6.26M | Sell |
101,910
-2,955
| -3% | -$178K | 0.25% | 82 |
|
|
2020
Q3 | $5.69M | Buy |
104,865
+6,872
| +7% | +$367K | 0.27% | 81 |
|
|
2020
Q2 | $5.08M | Sell |
97,993
-20,932
| -18% | -$1.16M | 0.28% | 87 |
|
|
2020
Q1 | $6.44M | Buy |
118,925
+21,942
| +23% | +$1.39M | 0.42% | 38 |
|
|
2019
Q4 | $6.18M | Sell |
96,983
-27,139
| -22% | -$1.68M | 0.32% | 58 |
|
|
2019
Q3 | $6.86M | Hold |
124,122
| – | – | 0.42% | 43 |
|
|
2019
Q2 | $6.86M | Buy |
124,122
+37,954
| +44% | +$2.03M | 0.42% | 43 |
|
|
2019
Q1 | $4.45M | Buy |
86,168
+10,131
| +13% | +$497K | 0.31% | 67 |
|
|
2018
Q4 | $3.34M | Sell |
76,037
-5,214
| -6% | -$237K | 0.29% | 77 |
|
|
2018
Q3 | $3.54M | Sell |
81,251
-9,949
| -11% | -$458K | 0.26% | 92 |
|
|
2018
Q2 | $4.38M | Buy |
91,200
+5,756
| +7% | +$258K | 0.33% | 60 |
|
|
2018
Q1 | $3.82M | Buy |
85,444
+8,042
| +10% | +$357K | 0.3% | 63 |
|
|
2017
Q4 | $3.72M | Buy |
77,402
+27,404
| +55% | +$1.4M | 0.32% | 57 |
|
|
2017
Q3 | $2.46M | Sell |
49,998
-1,181
| -2% | -$57.3K | 0.28% | 78 |
|
|
2017
Q2 | $2.45M | Buy |
51,179
+5,125
| +11% | +$257K | 0.32% | 66 |
|
|
2017
Q1 | $2.29M | Buy |
+46,054
| New | +$2.28M | 0.33% | 66 |
|
|
2016
Q3 | $1.59M | Buy |
31,024
+4,749
| +18% | +$250K | 0.3% | 74 |
|
|
2016
Q2 | $1.41M | Buy |
26,275
+2,211
| +9% | +$111K | 0.32% | 69 |
|
|
2016
Q1 | $1.25M | Buy |
24,064
+11,714
| +95% | +$571K | 0.34% | 64 |
|
|
2015
Q4 | $578K | Sell |
12,350
-6,368
| -34% | -$289K | 0.19% | 136 |
|
|
2015
Q3 | $837K | Sell |
18,718
-2,021
| -10% | -$88.7K | 0.25% | 80 |
|
|
2015
Q2 | $874K | Buy |
20,739
+1,749
| +9% | +$76.2K | 0.26% | 84 |
|
|
2015
Q1 | $853K | Buy |
18,990
+6,089
| +47% | +$289K | 0.24% | 93 |
|
|
2014
Q4 | $666K | Sell |
12,901
-2,270
| -15% | -$107K | 0.21% | 111 |
|
|
2014
Q3 | $662K | Buy |
15,171
+8,901
| +142% | +$391K | 0.24% | 101 |
|
|
2014
Q2 | $285K | Sell |
6,270
-178
| -3% | -$7.87K | 0.12% | 194 |
|
|
2014
Q1 | $283K | Sell |
6,448
-120
| -2% | -$5.03K | 0.15% | 151 |
|
|
2013
Q4 | $270K | Sell |
6,568
-4,699
| -42% | -$194K | 0.14% | 144 |
|
|
2013
Q3 | $464K | Buy |
11,267
+588
| +6% | +$25.3K | 0.4% | 59 |
|
|
2013
Q2 | $471K | Buy |
+10,679
| New | +$491K | 0.38% | 56 |
|
Other funds holding SO
Advisory Services Network's SO Position: Q2 2026 in Review
Advisory Services Network reduced its Southern Company (SO) stake by 0.35% in Q2 2026, selling an estimated $39.9K and leaving 120,975 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #161.
Advisory Services Network first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q2 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Advisory Services Network held 120,975 shares of Southern Company worth $11.6M as of Q2 2026.
- Advisory Services Network sold 424 Southern Company shares in Q2 2026, an estimated $39.9K.
- Southern Company made up 0.13% of Advisory Services Network's portfolio in Q2 2026, its #161 holding.
- Advisory Services Network first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Advisory Services Network's Southern Company position peaked at $12.4M in Q2 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.