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Baugh & Associates’s Southern Company SO Stock Holding History

Baugh & Associates’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 		$4.95M Sell
51,696
-4,381
-8% -$412K 2.19% 21
2026
Q1 		$5.41M Sell
56,077
-333
-0.6% -$30.8K 2.34% 25
2025
Q4 		$4.58M Sell
56,410
-1,132
-2% -$103K 2.25% 23
2025
Q3 		$5.04M Sell
57,542
-1,261
-2% -$118K 2.5% 17
2025
Q2 		$5.01M Sell
58,803
-2,683
-4% -$241K 2.61% 15
2025
Q1 		$5.45M Sell
61,486
-4
-0% -$346 2.76% 16
2024
Q4 		$4.91M Sell
61,490
-3
-0% -$263 2.54% 17
2024
Q3 		$5.38M Buy
61,493
+210
+0.3% +$17.9K 2.77% 15
2024
Q2 		$4.93M Sell
61,283
-2,431
-4% -$184K 2.56% 19
2024
Q1 		$4.57M Sell
63,714
-630
-1% -$43.5K 2.43% 21
2023
Q4 		$4.51M Sell
64,344
-722
-1% -$49.6K 2.59% 19
2023
Q3 		$4.21M Buy
65,066
+2,092
+3% +$145K 2.63% 19
2023
Q2 		$4.42M Buy
62,974
+1,004
+2% +$72K 2.66% 14
2023
Q1 		$4.39M Buy
61,970
+4,066
+7% +$274K 2.8% 15
2022
Q4 		$4.13M Sell
57,904
-55
-0.1% -$3.68K 2.68% 18
2022
Q3 		$3.94M Sell
57,959
-50
-0.1% -$3.79K 2.79% 17
2022
Q2 		$4.14M Sell
58,009
-610
-1% -$44.8K 2.78% 16
2022
Q1 		$4.25M Sell
58,619
-205
-0.3% -$13.9K 2.5% 19
2021
Q4 		$4.03M Hold
58,824
– – 2.23% 21
2021
Q3 		$3.65M Sell
58,824
-20
-0% -$1.29K 2.23% 23
2021
Q2 		$3.56M Sell
58,844
-531
-0.9% -$34K 2.21% 25
2021
Q1 		$3.69M Buy
59,375
+47
+0.1% +$2.81K 2.44% 25
2020
Q4 		$3.65M Sell
59,328
-1,079
-2% -$64.9K 2.6% 20
2020
Q3 		$3.27M Sell
60,407
-514
-0.8% -$27.5K 2.57% 18
2020
Q2 		$3.16M Buy
60,921
+885
+1% +$49.2K 2.52% 19
2020
Q1 		$3.25M Buy
60,036
+2,500
+4% +$158K 3.14% 13
2019
Q4 		$3.67M Sell
57,536
-430
-0.7% -$26.6K 2.68% 21
2019
Q3 		$3.58M Sell
57,966
-215
-0.4% -$12.5K 2.77% 18
2019
Q2 		$3.22M Sell
58,181
-8,648
-13% -$463K 2.55% 24
2019
Q1 		$3.45M Sell
66,829
-397
-0.6% -$19.5K 2.77% 17
2018
Q4 		$2.95M Buy
67,226
+10,687
+19% +$486K 2.54% 21
2018
Q3 		$2.46M Sell
56,539
-1,090
-2% -$50.2K 1.97% 33
2018
Q2 		$2.67M Sell
57,629
-5,710
-9% -$256K 2.33% 29
2018
Q1 		$2.83M Sell
63,339
-235
-0.4% -$10.4K 2.28% 28
2017
Q4 		$3.06M Buy
+63,574
New +$3.24M 2.58% 23

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baugh & Associates's SO Position: Q2 2026 in Review

Baugh & Associates reduced its Southern Company (SO) stake by 7.8% in Q2 2026, selling an estimated $412K and leaving 51,696 shares worth $4.95M. The position accounts for 2.19% of the portfolio, ranked #21.

Baugh & Associates first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $5.45M in Q1 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Baugh & Associates held 51,696 shares of Southern Company worth $4.95M as of Q2 2026.
  • Baugh & Associates sold 4,381 Southern Company shares in Q2 2026, an estimated $412K.
  • Southern Company made up 2.19% of Baugh & Associates's portfolio in Q2 2026, its #21 holding.
  • Baugh & Associates first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • Baugh & Associates's Southern Company position peaked at $5.45M in Q1 2025.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Baugh & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.