AllianceBernstein’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 | $103M | Buy |
1,064,958
+19,498
| +2% | +$1.84M | 0.03% | 382 |
|
|
2026
Q1 | $91.2M | Sell |
1,045,460
-37,980
| -4% | -$3.51M | 0.03% | 416 |
|
|
2025
Q4 | $94.5M | Buy |
1,083,440
+23,784
| +2% | +$2.17M | 0.03% | 424 |
|
|
2025
Q3 | $100M | Sell |
1,059,656
-109,206
| -9% | -$10.2M | 0.03% | 400 |
|
|
2025
Q2 | $107M | Buy |
1,168,862
+77,787
| +7% | +$6.99M | 0.04% | 361 |
|
|
2025
Q1 | $100M | Sell |
1,091,075
-2,129
| -0.2% | -$184K | 0.04% | 363 |
|
|
2024
Q4 | $90M | Sell |
1,093,204
-14,060
| -1% | -$1.23M | 0.03% | 433 |
|
|
2024
Q3 | $99.9M | Sell |
1,107,264
-17,188
| -2% | -$1.47M | 0.03% | 411 |
|
|
2024
Q2 | $87.2M | Sell |
1,124,452
-16,726
| -1% | -$1.27M | 0.03% | 449 |
|
|
2024
Q1 | $81.9M | Sell |
1,141,178
-90,301
| -7% | -$6.23M | 0.03% | 471 |
|
|
2023
Q4 | $86.4M | Buy |
1,231,479
+2,271
| +0.2% | +$156K | 0.03% | 443 |
|
|
2023
Q3 | $79.6M | Sell |
1,229,208
-45,453
| -4% | -$3.15M | 0.03% | 445 |
|
|
2023
Q2 | $89.5M | Sell |
1,274,661
-5,622
| -0.4% | -$403K | 0.04% | 420 |
|
|
2023
Q1 | $89.1M | Buy |
1,280,283
+15,300
| +1% | +$1.03M | 0.04% | 420 |
|
|
2022
Q4 | $90.3M | Buy |
1,264,983
+3,649
| +0.3% | +$244K | 0.04% | 405 |
|
|
2022
Q3 | $85.8M | Buy |
1,261,334
+8,369
| +0.7% | +$634K | 0.04% | 402 |
|
|
2022
Q2 | $89.3M | Buy |
1,252,965
+26,307
| +2% | +$1.93M | 0.04% | 400 |
|
|
2022
Q1 | $88.9M | Sell |
1,226,658
-17,327
| -1% | -$1.17M | 0.03% | 434 |
|
|
2021
Q4 | $85.3M | Sell |
1,243,985
-41,349
| -3% | -$2.64M | 0.03% | 481 |
|
|
2021
Q3 | $79.7M | Sell |
1,285,334
-11,868
| -0.9% | -$764K | 0.03% | 495 |
|
|
2021
Q2 | $78.5M | Sell |
1,297,202
-39,517
| -3% | -$2.53M | 0.03% | 501 |
|
|
2021
Q1 | $83.1M | Sell |
1,336,719
-18,739
| -1% | -$1.12M | 0.04% | 458 |
|
|
2020
Q4 | $83.3M | Sell |
1,355,458
-115,021
| -8% | -$6.92M | 0.04% | 429 |
|
|
2020
Q3 | $79.7M | Sell |
1,470,479
-13,592
| -0.9% | -$726K | 0.04% | 390 |
|
|
2020
Q2 | $76.9M | Sell |
1,484,071
-232,126
| -14% | -$12.9M | 0.05% | 401 |
|
|
2020
Q1 | $92.9M | Buy |
1,716,197
+37,728
| +2% | +$2.39M | 0.07% | 279 |
|
|
2019
Q4 | $107M | Sell |
1,678,469
-53,874
| -3% | -$3.34M | 0.06% | 313 |
|
|
2019
Q3 | $107M | Buy |
1,732,343
+43,782
| +3% | +$2.54M | 0.07% | 291 |
|
|
2019
Q2 | $93.3M | Buy |
1,688,561
+6,199
| +0.4% | +$332K | 0.06% | 324 |
|
|
2019
Q1 | $86.9M | Buy |
1,682,362
+64,227
| +4% | +$3.15M | 0.06% | 342 |
|
|
2018
Q4 | $71.1M | Buy |
1,618,135
+71,717
| +5% | +$3.26M | 0.05% | 348 |
|
|
2018
Q3 | $67.4M | Buy |
1,546,418
+4,835
| +0.3% | +$223K | 0.04% | 422 |
|
|
2018
Q2 | $71.4M | Buy |
1,541,583
+9,681
| +0.6% | +$433K | 0.05% | 398 |
|
|
2018
Q1 | $68.4M | Sell |
1,531,902
-9,085
| -0.6% | -$403K | 0.05% | 399 |
|
|
2017
Q4 | $74.1M | Sell |
1,540,987
-41,123
| -3% | -$2.1M | 0.05% | 391 |
|
|
2017
Q3 | $77.7M | Sell |
1,582,110
-627
| -0% | -$30.4K | 0.06% | 365 |
|
|
2017
Q2 | $75.8M | Buy |
1,582,737
+18,978
| +1% | +$951K | 0.06% | 363 |
|
|
2017
Q1 | $77.8M | Sell |
1,563,759
-79,162
| -5% | -$3.91M | 0.06% | 349 |
|
|
2016
Q4 | $80.8M | Sell |
1,642,921
-70,503
| -4% | -$3.46M | 0.07% | 323 |
|
|
2016
Q3 | $87.9M | Buy |
1,713,424
+81,555
| +5% | +$4.29M | 0.07% | 288 |
|
|
2016
Q2 | $87.5M | Buy |
1,631,869
+39,447
| +2% | +$1.98M | 0.08% | 273 |
|
|
2016
Q1 | $82.4M | Sell |
1,592,422
-16,164
| -1% | -$787K | 0.07% | 303 |
|
|
2015
Q4 | $75.3M | Sell |
1,608,586
-45,087
| -3% | -$2.04M | 0.06% | 329 |
|
|
2015
Q3 | $73.9M | Sell |
1,653,673
-10,207
| -0.6% | -$448K | 0.06% | 321 |
|
|
2015
Q2 | $69.7M | Sell |
1,663,880
-46,152
| -3% | -$2.01M | 0.06% | 378 |
|
|
2015
Q1 | $75.7M | Sell |
1,710,032
-24,750
| -1% | -$1.18M | 0.06% | 352 |
|
|
2014
Q4 | $85.2M | Sell |
1,734,782
-19,283
| -1% | -$911K | 0.07% | 304 |
|
|
2014
Q3 | $76.6M | Buy |
1,754,065
+24,590
| +1% | +$1.08M | 0.06% | 338 |
|
|
2014
Q2 | $78.5M | Buy |
1,729,475
+96,653
| +6% | +$4.27M | 0.07% | 338 |
|
|
2014
Q1 | $71.7M | Sell |
1,632,822
-33,465
| -2% | -$1.4M | 0.06% | 354 |
|
|
2013
Q4 | $68.5M | Sell |
1,666,287
-34,063
| -2% | -$1.41M | 0.06% | 362 |
|
|
2013
Q3 | $70M | Buy |
1,700,350
+124,217
| +8% | +$5.35M | 0.07% | 333 |
|
|
2013
Q2 | $69.6M | Buy |
+1,576,133
| New | +$72.5M | 0.07% | 306 |
|
Other funds holding SO
AllianceBernstein's SO Position: Q2 2026 in Review
AllianceBernstein increased its Southern Company (SO) stake by 1.9% in Q2 2026, buying an estimated $1.84M and bringing the position to 1,064,958 shares worth $103M. The position accounts for 0.03% of the portfolio, ranked #382.
AllianceBernstein first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $107M in Q2 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- AllianceBernstein held 1,064,958 shares of Southern Company worth $103M as of Q2 2026.
- AllianceBernstein bought 19,498 Southern Company shares in Q2 2026, an estimated $1.84M.
- Southern Company made up 0.03% of AllianceBernstein's portfolio in Q2 2026, its #382 holding.
- AllianceBernstein first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- AllianceBernstein's Southern Company position peaked at $107M in Q2 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on AllianceBernstein's 13F filing for Q2 2026, filed 14 Aug 2026.