Becker Capital Management’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 | $23.1M | Buy |
241,005
+3,113
| +1% | +$293K | 0.62% | 56 |
|
|
2026
Q1 | $23M | Sell |
237,892
-5,734
| -2% | -$530K | 0.67% | 53 |
|
|
2025
Q4 | $21.2M | Buy |
243,626
+3,134
| +1% | +$286K | 0.61% | 57 |
|
|
2025
Q3 | $22.8M | Buy |
240,492
+6,440
| +3% | +$601K | 0.67% | 55 |
|
|
2025
Q2 | $21.5M | Buy |
234,052
+11,734
| +5% | +$1.05M | 0.67% | 55 |
|
|
2025
Q1 | $20.4M | Buy |
222,318
+9,952
| +5% | +$862K | 0.67% | 55 |
|
|
2024
Q4 | $17.5M | Buy |
212,366
+16,837
| +9% | +$1.48M | 0.57% | 59 |
|
|
2024
Q3 | $17.6M | Buy |
195,529
+3,498
| +2% | +$299K | 0.57% | 58 |
|
|
2024
Q2 | $14.9M | Sell |
192,031
-1,264
| -0.7% | -$95.8K | 0.51% | 63 |
|
|
2024
Q1 | $13.9M | Buy |
193,295
+8,235
| +4% | +$568K | 0.48% | 65 |
|
|
2023
Q4 | $13M | Buy |
185,060
+22,797
| +14% | +$1.57M | 0.47% | 76 |
|
|
2023
Q3 | $10.5M | Buy |
162,263
+984
| +0.6% | +$68.3K | 0.42% | 80 |
|
|
2023
Q2 | $11.3M | Buy |
161,279
+25,256
| +19% | +$1.81M | 0.43% | 77 |
|
|
2023
Q1 | $9.46M | Buy |
136,023
+8,308
| +7% | +$559K | 0.37% | 80 |
|
|
2022
Q4 | $9.12M | Buy |
127,715
+4,899
| +4% | +$328K | 0.42% | 74 |
|
|
2022
Q3 | $8.35M | Buy |
122,816
+2,215
| +2% | +$168K | 0.44% | 73 |
|
|
2022
Q2 | $8.6M | Sell |
120,601
-637
| -0.5% | -$46.8K | 0.41% | 71 |
|
|
2022
Q1 | $8.79M | Sell |
121,238
-6,780
| -5% | -$459K | 0.35% | 78 |
|
|
2021
Q4 | $8.78M | Sell |
128,018
-3,036
| -2% | -$194K | 0.35% | 76 |
|
|
2021
Q3 | $8.12M | Buy |
131,054
+4,805
| +4% | +$309K | 0.34% | 77 |
|
|
2021
Q2 | $7.64M | Sell |
126,249
-3,106
| -2% | -$199K | 0.32% | 78 |
|
|
2021
Q1 | $8.04M | Sell |
129,355
-392
| -0.3% | -$23.5K | 0.36% | 78 |
|
|
2020
Q4 | $7.97M | Sell |
129,747
-18,449
| -12% | -$1.11M | 0.39% | 74 |
|
|
2020
Q3 | $8.04M | Sell |
148,196
-4,585
| -3% | -$245K | 0.45% | 66 |
|
|
2020
Q2 | $7.92M | Sell |
152,781
-8,487
| -5% | -$472K | 0.45% | 71 |
|
|
2020
Q1 | $8.73M | Sell |
161,268
-85,091
| -35% | -$5.39M | 0.53% | 63 |
|
|
2019
Q4 | $15.7M | Buy |
246,359
+781
| +0.3% | +$48.4K | 0.56% | 68 |
|
|
2019
Q3 | $15.2M | Buy |
245,578
+239,495
| +3,937% | +$13.9M | 0.58% | 67 |
|
|
2019
Q2 | $336K | Sell |
6,083
-410
| -6% | -$22K | 0.01% | 145 |
|
|
2019
Q1 | $336K | Sell |
6,493
-1,000
| -13% | -$49K | 0.01% | 163 |
|
|
2018
Q4 | $329K | Hold |
7,493
| – | – | 0.01% | 146 |
|
|
2018
Q3 | $327K | Buy |
7,493
+1,000
| +15% | +$46.1K | 0.01% | 152 |
|
|
2018
Q2 | $301K | Sell |
6,493
-5,000
| -44% | -$224K | 0.01% | 139 |
|
|
2018
Q1 | $513K | Buy |
11,493
+4,379
| +62% | +$194K | 0.02% | 124 |
|
|
2017
Q4 | $342K | Buy |
7,114
+1,000
| +16% | +$51K | 0.01% | 129 |
|
|
2017
Q3 | $300K | Hold |
6,114
| – | – | 0.01% | 130 |
|
|
2017
Q2 | $293K | Buy |
+6,114
| New | +$307K | 0.01% | 118 |
|
Other funds holding SO
Becker Capital Management's SO Position: Q2 2026 in Review
Becker Capital Management increased its Southern Company (SO) stake by 1.3% in Q2 2026, buying an estimated $293K and bringing the position to 241,005 shares worth $23.1M. The position accounts for 0.62% of the portfolio, ranked #56.
Becker Capital Management first reported a position in SO in Q2 2017 and has held it in 37 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Becker Capital Management held 241,005 shares of Southern Company worth $23.1M as of Q2 2026.
- Becker Capital Management bought 3,113 Southern Company shares in Q2 2026, an estimated $293K.
- Southern Company made up 0.62% of Becker Capital Management's portfolio in Q2 2026, its #56 holding.
- Becker Capital Management first reported a position in Southern Company in Q2 2017 and has held it in 37 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.