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Camelot Portfolios’s Southern Company SO Stock Holding History

Camelot Portfolios’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 		$211K Hold
2,200
– – 0.15% 184
2026
Q1 		$212K Hold
2,200
– – 0.16% 171
2025
Q4 		$192K Hold
2,200
– – 0.12% 178
2025
Q3 		$208K Hold
2,200
– – 0.12% 178
2025
Q2 		$202K Hold
2,200
– – 0.12% 186
2025
Q1 		$202K Buy
+2,200
New +$190K 0.13% 185
2024
Q3 		– Sell
-2,200
Closed -$171K – 495
2024
Q2 		$171K Buy
+2,200
New +$167K 0.1% 195
2022
Q2 		– Sell
-4,417
Closed -$320K – 242
2022
Q1 		$320K Sell
4,417
-958
-18% -$64.9K 0.16% 166
2021
Q4 		$369K Buy
5,375
+884
+20% +$56.4K 0.15% 175
2021
Q3 		$278K Sell
4,491
-514
-10% -$33.1K 0.14% 176
2021
Q2 		$303K Sell
5,005
-4,718
-49% -$302K 0.12% 190
2021
Q1 		$604K Buy
9,723
+1,940
+25% +$116K 0.25% 120
2020
Q4 		$478K Sell
7,783
-608
-7% -$36.6K 0.25% 109
2020
Q3 		$455K Buy
+8,391
New +$448K 0.28% 92
2020
Q1 		– Sell
-4,422
Closed -$282K – 242
2019
Q4 		$282K Buy
4,422
+1
+0% +$62 0.12% 177
2019
Q3 		$273K Sell
4,421
-1,060
-19% -$61.4K 0.13% 168
2019
Q2 		$303K Sell
5,481
-1,126
-17% -$60.3K 0.13% 178
2019
Q1 		$341K Sell
6,607
-22,472
-77% -$1.1M 0.14% 163
2018
Q4 		$1.28M Buy
29,079
+959
+3% +$43.6K 0.6% 51
2018
Q3 		$1.23M Buy
28,120
+482
+2% +$22.2K 0.55% 59
2018
Q2 		$1.28M Buy
27,638
+4,450
+19% +$199K 0.55% 60
2018
Q1 		$1.04M Buy
23,188
+3,757
+19% +$167K 0.48% 64
2017
Q4 		$934K Sell
19,431
-30
-0.2% -$1.53K 0.44% 67
2017
Q3 		$956K Buy
19,461
+497
+3% +$24.1K 0.46% 64
2017
Q2 		$908K Sell
18,964
-390
-2% -$19.6K 0.45% 57
2017
Q1 		$963K Buy
19,354
+131
+0.7% +$6.47K 0.47% 58
2016
Q4 		$946K Buy
19,223
+622
+3% +$30.6K 0.49% 52
2016
Q3 		$954K Sell
18,601
-2,805
-13% -$148K 0.51% 52
2016
Q2 		$1.15M Sell
21,406
-215
-1% -$10.8K 0.67% 46
2016
Q1 		$1.12M Sell
21,621
-596
-3% -$29K 0.69% 44
2015
Q4 		$1.04M Sell
22,217
-392
-2% -$17.8K 0.66% 44
2015
Q3 		$1.01M Buy
22,609
+16,609
+277% +$729K 0.68% 40
2015
Q2 		$251K Buy
6,000
+1,000
+20% +$43.6K 0.14% 137
2015
Q1 		$221K Buy
+5,000
New +$238K 0.13% 147

Other funds holding SO

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Camelot Portfolios's SO Position: Q2 2026 in Review

Camelot Portfolios held its Southern Company (SO) position steady in Q2 2026 at 2,200 shares worth $211K. The position accounts for 0.15% of the portfolio, ranked #184.

Camelot Portfolios first reported a position in SO in Q1 2015 and has held it in 34 quarters since. The position peaked at $1.28M in Q2 2018. 706 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Camelot Portfolios held 2,200 shares of Southern Company worth $211K as of Q2 2026.
  • Camelot Portfolios left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.15% of Camelot Portfolios's portfolio in Q2 2026, its #184 holding.
  • Camelot Portfolios first reported a position in Southern Company in Q1 2015 and has held it in 34 quarters since.
  • Camelot Portfolios's Southern Company position peaked at $1.28M in Q2 2018.
  • 706 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.