Bay Colony Advisors’s Southern Company SO Stock Holding History

Bay Colony 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	$3.33M	Buy	34,797 +755	+2%	+$71.1K	0.37%	53
2026 Q1	$3.29M	Buy	34,042 +8,610	+34%	+$796K	0.4%	52
2025 Q4	$2.22M	Buy	25,432 +1,523	+6%	+$139K	0.27%	72
2025 Q3	$2.27M	Buy	23,909 +3,948	+20%	+$369K	0.27%	80
2025 Q2	$1.83M	Sell	19,961 -8,738	-30%	-$785K	0.25%	83
2025 Q1	$2.62M	Buy	28,699 +129	+0.5%	+$11.2K	0.4%	53
2024 Q4	$2.35M	Buy	28,570 +73	+0.3%	+$6.4K	0.35%	64
2024 Q3	$2.57M	Buy	28,497 +42	+0.1%	+$3.59K	0.39%	54
2024 Q2	$2.21M	Sell	28,455 -347	-1%	-$26.3K	0.37%	57
2024 Q1	$2.07M	Buy	28,802 +3,074	+12%	+$212K	0.36%	63
2023 Q4	$1.8M	Buy	25,728 +3,390	+15%	+$233K	0.35%	68
2023 Q3	$1.45M	Buy	22,338 +3,148	+16%	+$218K	0.35%	70
2023 Q2	$1.35M	Buy	19,190 +1,903	+11%	+$136K	0.33%	77
2023 Q1	$1.19M	Buy	17,287 +1,513	+10%	+$102K	0.32%	81
2022 Q4	$1.13M	Buy	15,774 +2,467	+19%	+$165K	0.3%	89
2022 Q3	$905K	Sell	13,307 -4,814	-27%	-$365K	0.27%	97
2022 Q2	$1.39M	Sell	18,121 -1,908	-10%	-$140K	0.35%	66
2022 Q1	$1.45M	Buy	20,029 +2,269	+13%	+$154K	0.35%	73
2021 Q4	$1.22M	Buy	17,760 +991	+6%	+$63.2K	0.35%	86
2021 Q3	$1.04M	Buy	16,769 +154	+0.9%	+$9.91K	0.34%	87
2021 Q2	$1M	Buy	16,615 +205	+1%	+$13.1K	0.34%	90
2021 Q1	$1.02M	Buy	16,410 +5,633	+52%	+$337K	0.39%	78
2020 Q4	$662K	Sell	10,777 -598	-5%	-$36K	0.35%	90
2020 Q3	$617K	Buy	11,375 +1,563	+16%	+$83.5K	0.38%	80
2020 Q2	$509K	Buy	9,812 +3,507	+56%	+$195K	0.37%	87
2020 Q1	$341K	Buy	6,305 +1,323	+27%	+$83.8K	0.31%	104
2019 Q4	$340K	Buy	4,982 +82	+2%	+$5.08K	0.22%	156
2019 Q3	$303K	Hold	4,900	–	–	0.21%	173
2019 Q2	$271K	Buy	4,900 +4	+0.1%	+$214	0.17%	162
2019 Q1	$251K	Buy	4,896 +282	+6%	+$13.8K	0.17%	167
2018 Q4	$203K	Sell	4,614 -200	-4%	-$9.09K	0.17%	146
2018 Q3	$210K	Hold	4,814	–	–	0.16%	164
2018 Q2	$223K	Buy	+4,814	New	+$215K	0.16%	138

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bay Colony Advisors's SO Position: Q2 2026 in Review

Bay Colony Advisors increased its Southern Company (SO) stake by 2.2% in Q2 2026, buying an estimated $71.1K and bringing the position to 34,797 shares worth $3.33M. The position accounts for 0.37% of the portfolio, ranked #53.

Bay Colony Advisors first reported a position in SO in Q2 2018 and has held it in 33 quarters since. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Bay Colony Advisors held 34,797 shares of Southern Company worth $3.33M as of Q2 2026.
Bay Colony Advisors bought 755 Southern Company shares in Q2 2026, an estimated $71.1K.
Southern Company made up 0.37% of Bay Colony Advisors's portfolio in Q2 2026, its #53 holding.
Bay Colony Advisors first reported a position in Southern Company in Q2 2018 and has held it in 33 quarters since.
696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.