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Cahaba Wealth Management’s Southern Company SO Stock Holding History

Cahaba Wealth Management’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 		$35.8M Sell
373,857
-15,721
-4% -$1.48M 2.16% 10
2026
Q1 		$37.6M Buy
389,578
+49,881
+15% +$4.61M 2.55% 10
2025
Q4 		$29.6M Sell
339,697
-3,662
-1% -$334K 2.06% 10
2025
Q3 		$32.5M Sell
343,359
-7,490
-2% -$699K 2.36% 10
2025
Q2 		$32.2M Buy
350,849
+31,023
+10% +$2.79M 2.5% 10
2025
Q1 		$29.4M Buy
319,826
+41,373
+15% +$3.58M 2.43% 10
2024
Q4 		$22.9M Buy
278,453
+6,996
+3% +$614K 1.9% 11
2024
Q3 		$24.5M Sell
271,457
-2,587
-0.9% -$221K 2.02% 11
2024
Q2 		$21.3M Sell
274,044
-26,061
-9% -$1.97M 1.87% 12
2024
Q1 		$21.5M Buy
300,105
+3,824
+1% +$264K 1.96% 12
2023
Q4 		$20.8M Buy
296,281
+10,736
+4% +$737K 2.06% 11
2023
Q3 		$18.5M Buy
285,545
+20,340
+8% +$1.41M 2.04% 12
2023
Q2 		$18.6M Buy
265,205
+18,042
+7% +$1.29M 2.01% 12
2023
Q1 		$17.2M Buy
247,163
+12,757
+5% +$859K 1.97% 12
2022
Q4 		$16.7M Buy
234,406
+361
+0.2% +$24.1K 2.08% 12
2022
Q3 		$15.9M Sell
234,045
-533
-0.2% -$40.4K 2.2% 12
2022
Q2 		$16.7M Sell
234,578
-9,433
-4% -$693K 2.39% 8
2022
Q1 		$17.9M Buy
244,011
+47,420
+24% +$3.21M 2.46% 7
2021
Q4 		$13.5M Buy
196,591
+79,065
+67% +$5.04M 1.79% 10
2021
Q3 		$7.28M Buy
117,526
+4,102
+4% +$264K 1.07% 11
2021
Q2 		$7.24M Buy
113,424
+19,752
+21% +$1.26M 1.12% 14
2021
Q1 		$5.82M Buy
93,672
+8,912
+11% +$534K 0.9% 17
2020
Q4 		$5.1M Buy
84,760
+5,791
+7% +$348K 0.84% 18
2020
Q3 		$4.28M Buy
78,969
+41,390
+110% +$2.21M 0.85% 17
2020
Q2 		$2.08M Sell
37,579
-58,202
-61% -$3.24M 0.43% 25
2020
Q1 		$5.18M Buy
95,781
+12,400
+15% +$786K 1.32% 11
2019
Q4 		$5.31M Sell
83,381
-15,069
-15% -$934K 1.18% 13
2019
Q3 		$6.08M Buy
98,450
+3,287
+3% +$191K 1.45% 11
2019
Q2 		$5.26M Buy
95,163
+17,237
+22% +$923K 1.31% 13
2019
Q1 		$4.03M Sell
77,926
-21,669
-22% -$1.06M 1.09% 14
2018
Q4 		$4.37M Sell
99,595
-11,709
-11% -$532K 1.35% 14
2018
Q3 		$4.81M Buy
111,304
+4,207
+4% +$194K 1.57% 13
2018
Q2 		$5.09M Buy
107,097
+1,009
+1% +$45.2K 1.77% 13
2018
Q1 		$4.69M Buy
106,088
+14,221
+15% +$631K 1.85% 13
2017
Q4 		$4.42M Sell
91,867
-2,528
-3% -$129K 1.8% 13
2017
Q3 		$4.64M Buy
+94,395
New +$4.58M 2.13% 13

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Cahaba Wealth Management's SO Position: Q2 2026 in Review

Cahaba Wealth Management reduced its Southern Company (SO) stake by 4% in Q2 2026, selling an estimated $1.48M and leaving 373,857 shares worth $35.8M. The position accounts for 2.16% of the portfolio, ranked #10.

Cahaba Wealth Management first reported a position in SO in Q3 2017 and has held it in 36 quarters since. The position peaked at $37.6M in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cahaba Wealth Management held 373,857 shares of Southern Company worth $35.8M as of Q2 2026.
  • Cahaba Wealth Management sold 15,721 Southern Company shares in Q2 2026, an estimated $1.48M.
  • Southern Company made up 2.16% of Cahaba Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Cahaba Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 36 quarters since.
  • Cahaba Wealth Management's Southern Company position peaked at $37.6M in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.