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Calamos Wealth Management’s Southern Company SO Stock Holding History

Calamos 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 		$21M Sell
219,644
-4,371
-2% -$412K 0.63% 30
2026
Q1 		$21.6M Buy
224,015
+5,093
+2% +$471K 0.74% 28
2025
Q4 		$19.1M Sell
218,922
-1,233
-0.6% -$113K 0.66% 30
2025
Q3 		$20.9M Sell
220,155
-5,512
-2% -$515K 0.75% 25
2025
Q2 		$20.7M Buy
225,667
+3,590
+2% +$322K 0.88% 23
2025
Q1 		$20.4M Buy
222,077
+4,046
+2% +$350K 1.02% 19
2024
Q4 		$17.9M Buy
218,031
+64,216
+42% +$5.63M 0.9% 21
2024
Q3 		$13.9M Sell
153,815
-35,433
-19% -$3.03M 0.71% 28
2024
Q2 		$14.7M Buy
189,248
+2,060
+1% +$156K 0.78% 26
2024
Q1 		$13.4M Buy
187,188
+5,812
+3% +$401K 0.75% 28
2023
Q4 		$12.7M Buy
181,376
+151,492
+507% +$10.4M 0.8% 30
2023
Q3 		$1.93M Buy
29,884
+98
+0.3% +$6.8K 0.15% 91
2023
Q2 		$2.09M Buy
29,786
+144
+0.5% +$10.3K 0.15% 98
2023
Q1 		$2.06M Buy
29,642
+145
+0.5% +$9.76K 0.16% 98
2022
Q4 		$2.11M Buy
29,497
+546
+2% +$36.5K 0.16% 100
2022
Q3 		$1.97M Sell
28,951
-306
-1% -$23.2K 0.17% 97
2022
Q2 		$2.09M Sell
29,257
-305
-1% -$22.4K 0.19% 97
2022
Q1 		$2.14M Buy
29,562
+441
+2% +$29.9K 0.16% 104
2021
Q4 		$2M Buy
29,121
+11,828
+68% +$754K 0.15% 109
2021
Q3 		$1.07M Sell
17,293
-9,828
-36% -$633K 0.09% 156
2021
Q2 		$1.64M Buy
27,121
+35
+0.1% +$2.24K 0.13% 121
2021
Q1 		$1.68M Buy
27,086
+561
+2% +$33.6K 0.14% 114
2020
Q4 		$1.63M Buy
26,525
+27
+0.1% +$1.62K 0.15% 96
2020
Q3 		$1.44M Buy
26,498
+11,361
+75% +$607K 0.16% 89
2020
Q2 		$785K Buy
15,137
+132
+0.9% +$7.34K 0.1% 132
2020
Q1 		$812K Buy
15,005
+424
+3% +$26.9K 0.12% 117
2019
Q4 		$929K Sell
14,581
-65
-0.4% -$4.03K 0.11% 125
2019
Q3 		$905K Buy
14,646
+120
+0.8% +$6.96K 0.12% 124
2019
Q2 		$803K Buy
+14,526
New +$778K 0.11% 137

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Calamos Wealth Management reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $412K and leaving 219,644 shares worth $21M. The position accounts for 0.63% of the portfolio, ranked #30.

Calamos Wealth Management first reported a position in SO in Q2 2019 and has held it in 29 quarters since. The position peaked at $21.6M in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Calamos Wealth Management held 219,644 shares of Southern Company worth $21M as of Q2 2026.
  • Calamos Wealth Management sold 4,371 Southern Company shares in Q2 2026, an estimated $412K.
  • Southern Company made up 0.63% of Calamos Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Calamos Wealth Management first reported a position in Southern Company in Q2 2019 and has held it in 29 quarters since.
  • Calamos Wealth Management's Southern Company position peaked at $21.6M in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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