Callahan Advisors’s Southern Company SO Stock Holding History

Callahan 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	$220K	Sell	2,300 -400	-15%	-$37.7K	0.02%	175
2026 Q1	$261K	Hold	2,700	–	–	0.02%	162
2025 Q4	$235K	Hold	2,700	–	–	0.02%	164
2025 Q3	$256K	Hold	2,700	–	–	0.02%	151
2025 Q2	$248K	Hold	2,700	–	–	0.02%	153
2025 Q1	$248K	Buy	2,700 +125	+5%	+$10.8K	0.02%	147
2024 Q4	$212K	Buy	+2,575	New	+$226K	0.02%	158

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Callahan Advisors's SO Position: Q2 2026 in Review

Callahan Advisors reduced its Southern Company (SO) stake by 15% in Q2 2026, selling an estimated $37.7K and leaving 2,300 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #175.

Callahan Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $261K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Callahan Advisors held 2,300 shares of Southern Company worth $220K as of Q2 2026.
Callahan Advisors sold 400 Southern Company shares in Q2 2026, an estimated $37.7K.
Southern Company made up 0.02% of Callahan Advisors's portfolio in Q2 2026, its #175 holding.
Callahan Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
Callahan Advisors's Southern Company position peaked at $261K in Q1 2026.
1,225 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Callahan Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.