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Ancora Advisors’s Southern Company SO Stock Holding History

Ancora Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$920K Sell
9,617
-1,366
-12% -$129K 0.02% 434
2026
Q1 		$1.06M Buy
10,983
+2
+0% +$185 0.02% 396
2025
Q4 		$958K Buy
10,981
+390
+4% +$35.6K 0.02% 407
2025
Q3 		$1M Buy
10,591
+887
+9% +$82.8K 0.02% 422
2025
Q2 		$891K Buy
9,704
+203
+2% +$18.2K 0.02% 426
2025
Q1 		$874K Buy
9,501
+12
+0.1% +$1.04K 0.02% 417
2024
Q4 		$781K Sell
9,489
-1,477
-13% -$130K 0.02% 451
2024
Q3 		$989K Buy
10,966
+944
+9% +$80.6K 0.02% 391
2024
Q2 		$777K Sell
10,022
-223
-2% -$16.9K 0.02% 427
2024
Q1 		$735K Buy
10,245
+352
+4% +$24.3K 0.02% 440
2023
Q4 		$694K Buy
9,893
+75
+0.8% +$5.15K 0.02% 441
2023
Q3 		$635K Hold
9,818
– – 0.02% 427
2023
Q2 		$690K Hold
9,818
– – 0.02% 408
2023
Q1 		$683K Sell
9,818
-100
-1% -$6.73K 0.02% 407
2022
Q4 		$708K Buy
9,918
+19
+0.2% +$1.27K 0.02% 422
2022
Q3 		$673K Buy
9,899
+332
+3% +$25.1K 0.02% 444
2022
Q2 		$682K Buy
9,567
+360
+4% +$26.4K 0.02% 454
2022
Q1 		$668K Sell
9,207
-536
-6% -$36.3K 0.02% 475
2021
Q4 		$668K Sell
9,743
-127
-1% -$8.1K 0.02% 485
2021
Q3 		$612K Sell
9,870
-44
-0.4% -$2.83K 0.02% 490
2021
Q2 		$600K Sell
9,914
-1,200
-11% -$76.7K 0.02% 503
2021
Q1 		$691K Sell
11,114
-231
-2% -$13.8K 0.02% 451
2020
Q4 		$697K Sell
11,345
-469
-4% -$28.2K 0.02% 417
2020
Q3 		$641K Hold
11,814
– – 0.03% 391
2020
Q2 		$613K Sell
11,814
-386
-3% -$21.5K 0.03% 390
2020
Q1 		$661K Sell
12,200
-50
-0.4% -$3.17K 0.03% 404
2019
Q4 		$780K Hold
12,250
– – 0.03% 417
2019
Q3 		$757K Sell
12,250
-1,202
-9% -$69.7K 0.03% 381
2019
Q2 		$743K Sell
13,452
-5,852
-30% -$313K 0.03% 343
2019
Q1 		$998K Sell
19,304
-309
-2% -$15.1K 0.05% 305
2018
Q4 		$862K Sell
19,613
-31
-0.2% -$1.41K 0.04% 313
2018
Q3 		$857K Sell
19,644
-243
-1% -$11.2K 0.03% 375
2018
Q2 		$921K Sell
19,887
-2,298
-10% -$103K 0.04% 350
2018
Q1 		$991K Buy
22,185
+1,392
+7% +$61.8K 0.04% 333
2017
Q4 		$1M Buy
20,793
+1,001
+5% +$51K 0.05% 305
2017
Q3 		$972K Sell
19,792
-1,132
-5% -$54.9K 0.06% 330
2017
Q2 		$1M Buy
20,924
+426
+2% +$21.4K 0.06% 311
2017
Q1 		$1.02M Sell
20,498
-450
-2% -$22.2K 0.07% 296
2016
Q4 		$1.03M Buy
20,948
+13,348
+176% +$656K 0.08% 284
2016
Q3 		$390K Hold
7,600
– – 0.04% 372
2016
Q2 		$408K Hold
7,600
– – 0.05% 348
2016
Q1 		$393K Hold
7,600
– – 0.05% 340
2015
Q4 		$356K Hold
7,600
– – 0.05% 358
2015
Q3 		$340K Hold
7,600
– – 0.04% 359
2015
Q2 		$318K Buy
+7,600
New +$331K 0.04% 395
2015
Q1 		– Sell
-7,600
Closed -$361K – 376
2014
Q4 		$373K Buy
+7,600
New +$359K 0.05% 352

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ancora Advisors's SO Position: Q2 2026 in Review

Ancora Advisors reduced its Southern Company (SO) stake by 12% in Q2 2026, selling an estimated $129K and leaving 9,617 shares worth $920K. The position accounts for 0.02% of the portfolio, ranked #434.

Ancora Advisors first reported a position in SO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.06M in Q1 2026. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ancora Advisors held 9,617 shares of Southern Company worth $920K as of Q2 2026.
  • Ancora Advisors sold 1,366 Southern Company shares in Q2 2026, an estimated $129K.
  • Southern Company made up 0.02% of Ancora Advisors's portfolio in Q2 2026, its #434 holding.
  • Ancora Advisors first reported a position in Southern Company in Q4 2014 and has held it in 46 quarters since.
  • Ancora Advisors's Southern Company position peaked at $1.06M in Q1 2026.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.