Calamos Advisors’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 | $18.5M | Sell |
193,077
-227,548
| -54% | -$21.4M | 0.06% | 297 |
|
|
2026
Q1 | $40.6M | Buy |
420,625
+223,978
| +114% | +$20.7M | 0.14% | 169 |
|
|
2025
Q4 | $17.1M | Sell |
196,647
-7,648
| -4% | -$698K | 0.06% | 285 |
|
|
2025
Q3 | $19.4M | Sell |
204,295
-544
| -0.3% | -$50.8K | 0.07% | 283 |
|
|
2025
Q2 | $18.8M | Buy |
204,839
+290
| +0.1% | +$26K | 0.07% | 282 |
|
|
2025
Q1 | $18.8M | Sell |
204,549
-7,330
| -3% | -$635K | 0.08% | 262 |
|
|
2024
Q4 | $17.4M | Buy |
211,879
+2,041
| +1% | +$179K | 0.07% | 282 |
|
|
2024
Q3 | $18.9M | Buy |
209,838
+3,091
| +1% | +$264K | 0.08% | 275 |
|
|
2024
Q2 | $16M | Sell |
206,747
-7,244
| -3% | -$549K | 0.07% | 293 |
|
|
2024
Q1 | $15.4M | Sell |
213,991
-4,358
| -2% | -$301K | 0.07% | 303 |
|
|
2023
Q4 | $15.3M | Buy |
218,349
+1,322
| +0.6% | +$90.8K | 0.07% | 303 |
|
|
2023
Q3 | $14M | Sell |
217,027
-103
| -0% | -$7.15K | 0.07% | 317 |
|
|
2023
Q2 | $15.3M | Hold |
217,130
| – | – | 0.08% | 315 |
|
|
2023
Q1 | $15.1M | Sell |
217,130
-27,271
| -11% | -$1.84M | 0.07% | 332 |
|
|
2022
Q4 | $17.5M | Sell |
244,401
-43,136
| -15% | -$2.88M | 0.08% | 290 |
|
|
2022
Q3 | $19.6M | Hold |
287,537
| – | – | 0.09% | 259 |
|
|
2022
Q2 | $20.5M | Buy |
287,537
+7,639
| +3% | +$561K | 0.09% | 251 |
|
|
2022
Q1 | $20.3M | Buy |
279,898
+37,554
| +15% | +$2.54M | 0.08% | 288 |
|
|
2021
Q4 | $16.6M | Buy |
242,344
+9,181
| +4% | +$585K | 0.06% | 322 |
|
|
2021
Q3 | $14.4M | Buy |
233,163
+20,539
| +10% | +$1.32M | 0.06% | 317 |
|
|
2021
Q2 | $12.9M | Buy |
212,624
+48,531
| +30% | +$3.1M | 0.06% | 336 |
|
|
2021
Q1 | $10.2M | Buy |
164,093
+5,067
| +3% | +$303K | 0.06% | 331 |
|
|
2020
Q4 | $9.77M | Sell |
159,026
-7,143
| -4% | -$429K | 0.06% | 338 |
|
|
2020
Q3 | $9.01M | Sell |
166,169
-14,930
| -8% | -$798K | 0.06% | 332 |
|
|
2020
Q2 | $9.39M | Sell |
181,099
-11,405
| -6% | -$634K | 0.07% | 305 |
|
|
2020
Q1 | $10.4M | Sell |
192,504
-20,301
| -10% | -$1.29M | 0.08% | 257 |
|
|
2019
Q4 | $13.6M | Sell |
212,805
-2,264
| -1% | -$140K | 0.07% | 294 |
|
|
2019
Q3 | $13.3M | Buy |
215,069
+18,277
| +9% | +$1.06M | 0.07% | 291 |
|
|
2019
Q2 | $10.9M | Buy |
+196,792
| New | +$10.5M | 0.06% | 322 |
|
|
2016
Q4 | – | Sell |
-181,493
| Closed | -$9.31M | – | 666 |
|
|
2016
Q3 | $9.31M | Buy |
181,493
+173
| +0.1% | +$9.11K | 0.07% | 284 |
|
|
2016
Q2 | $9.72M | Buy |
181,320
+66
| +0% | +$3.32K | 0.07% | 274 |
|
|
2016
Q1 | $9.38M | Buy |
181,254
+9,249
| +5% | +$451K | 0.06% | 272 |
|
|
2015
Q4 | $8.05M | Sell |
172,005
-2,800
| -2% | -$127K | 0.05% | 288 |
|
|
2015
Q3 | $7.81M | Sell |
174,805
-3,743
| -2% | -$164K | 0.05% | 290 |
|
|
2015
Q2 | $7.48M | Sell |
178,548
-9,319
| -5% | -$406K | 0.05% | 317 |
|
|
2015
Q1 | $8.32M | Buy |
187,867
+13,462
| +8% | +$640K | 0.05% | 296 |
|
|
2014
Q4 | $8.56M | Buy |
174,405
+905
| +0.5% | +$42.7K | 0.06% | 284 |
|
|
2014
Q3 | $7.57M | Hold |
173,500
| – | – | 0.05% | 292 |
|
|
2014
Q2 | $7.87M | Buy |
173,500
+12,500
| +8% | +$553K | 0.05% | 282 |
|
|
2014
Q1 | $7.07M | Hold |
161,000
| – | – | 0.05% | 278 |
|
|
2013
Q4 | $6.62M | Hold |
161,000
| – | – | 0.04% | 282 |
|
|
2013
Q3 | $6.63M | Buy |
161,000
+86,000
| +115% | +$3.7M | 0.04% | 273 |
|
|
2013
Q2 | $3.31M | Buy |
+75,000
| New | +$3.45M | 0.02% | 335 |
|
Other funds holding SO
Calamos Advisors's SO Position: Q2 2026 in Review
Calamos Advisors reduced its Southern Company (SO) stake by 54% in Q2 2026, selling an estimated $21.4M and leaving 193,077 shares worth $18.5M. The position accounts for 0.06% of the portfolio, ranked #297.
Calamos Advisors first reported a position in SO in Q2 2013 and has held it in 43 quarters since. The position peaked at $40.6M in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Calamos Advisors held 193,077 shares of Southern Company worth $18.5M as of Q2 2026.
- Calamos Advisors sold 227,548 Southern Company shares in Q2 2026, an estimated $21.4M.
- Southern Company made up 0.06% of Calamos Advisors's portfolio in Q2 2026, its #297 holding.
- Calamos Advisors first reported a position in Southern Company in Q2 2013 and has held it in 43 quarters since.
- Calamos Advisors's Southern Company position peaked at $40.6M in Q1 2026.
- 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.