Ameritas Advisory Services’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
$2.51M Buy
26,269
+17,451
+198% +$1.64M 0.05% 314
2026
Q1
$851K Sell
8,818
-742
-8% -$68.6K 0.03% 421
2025
Q4
$834K Buy
9,560
+6,139
+179% +$560K 0.03% 408
2025
Q3
$324K Sell
3,421
-16,116
-82% -$1.5M 0.02% 491
2025
Q2
$1.79M Buy
19,537
+2,511
+15% +$226K 0.09% 214
2025
Q1
$1.53M Buy
17,026
+9,966
+141% +$863K 0.06% 287
2024
Q4
$581K Sell
7,060
-570
-7% -$50K 0.02% 554
2024
Q3
$688K Sell
7,630
-242
-3% -$20.7K 0.03% 469
2024
Q2
$611K Sell
7,872
-638
-7% -$48.3K 0.02% 527
2024
Q1
$629K Sell
8,510
-720
-8% -$49.7K 0.03% 487
2023
Q4
$637K Buy
9,230
+842
+10% +$57.8K 0.04% 380
2023
Q3
$552K Buy
8,388
+3,305
+65% +$229K 0.03% 480
2023
Q2
$359K Sell
5,083
-2,866
-36% -$206K 0.05% 368
2023
Q1
$565K Sell
7,949
-1,575
-17% -$106K 0.03% 448
2022
Q4
$680K Buy
9,524
+1,889
+25% +$126K 0.03% 447
2022
Q3
$519K Buy
7,635
+133
+2% +$10.1K 0.03% 423
2022
Q2
$535K Buy
7,502
+649
+9% +$47.7K 0.03% 433
2022
Q1
$497K Buy
6,853
+90
+1% +$6.09K 0.02% 503
2021
Q4
$464K Buy
+6,763
New +$431K 0.02% 521

Other funds holding SO

Ameritas Advisory Services's SO Position: Q2 2026 in Review

Ameritas Advisory Services increased its Southern Company (SO) stake by 198% in Q2 2026, buying an estimated $1.64M and bringing the position to 26,269 shares worth $2.51M. The position accounts for 0.05% of the portfolio, ranked #314.

Ameritas Advisory Services first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ameritas Advisory Services held 26,269 shares of Southern Company worth $2.51M as of Q2 2026.
  • Ameritas Advisory Services bought 17,451 Southern Company shares in Q2 2026, an estimated $1.64M.
  • Southern Company made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #314 holding.
  • Ameritas Advisory Services first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.