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Cannon Financial Strategists’s Southern Company SO Stock Holding History

Cannon Financial Strategists’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 		$1.63M Sell
17,067
-1,346
-7% -$127K 0.19% 42
2026
Q1 		$1.78M Buy
18,413
+3,524
+24% +$326K 0.23% 34
2025
Q4 		$1.3M Buy
14,889
+1,728
+13% +$158K 0.18% 41
2025
Q3 		$1.25M Sell
13,161
-1,013
-7% -$94.6K 0.18% 43
2025
Q2 		$1.3M Buy
14,174
+163
+1% +$14.6K 0.21% 41
2025
Q1 		$1.29M Buy
14,011
+300
+2% +$26K 0.22% 40
2024
Q4 		$1.13M Buy
13,711
+367
+3% +$32.2K 0.19% 44
2024
Q3 		$1.2M Buy
13,344
+3,517
+36% +$300K 0.21% 44
2024
Q2 		$762K Sell
9,827
-1,358
-12% -$103K 0.15% 47
2024
Q1 		$802K Hold
11,185
– – 0.16% 46
2023
Q4 		$784K Buy
11,185
+5,505
+97% +$378K 0.17% 44
2023
Q3 		$368K Buy
5,680
+1,200
+27% +$83.3K 0.09% 61
2023
Q2 		$315K Hold
4,480
– – 0.09% 70
2023
Q1 		$312K Buy
+4,480
New +$302K 0.11% 59
2022
Q4 		– Sell
-2,955
Closed -$201K – 68
2022
Q3 		$201K Sell
2,955
-605
-17% -$45.8K 0.08% 64
2022
Q2 		$254K Hold
3,560
– – 0.1% 63
2022
Q1 		$258K Buy
+3,560
New +$241K 0.09% 57
2020
Q4 		– Sell
-4,044
Closed -$219K – 58
2020
Q3 		$219K Buy
+4,044
New +$216K 0.12% 53
2020
Q1 		– Sell
-3,750
Closed -$239K – 50
2019
Q4 		$239K Sell
3,750
-69
-2% -$4.28K 0.16% 47
2019
Q3 		$236K Buy
+3,819
New +$221K 0.18% 47

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

Cannon Financial Strategists's SO Position: Q2 2026 in Review

Cannon Financial Strategists reduced its Southern Company (SO) stake by 7.3% in Q2 2026, selling an estimated $127K and leaving 17,067 shares worth $1.63M. The position accounts for 0.19% of the portfolio, ranked #42.

Cannon Financial Strategists first reported a position in SO in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.78M in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cannon Financial Strategists held 17,067 shares of Southern Company worth $1.63M as of Q2 2026.
  • Cannon Financial Strategists sold 1,346 Southern Company shares in Q2 2026, an estimated $127K.
  • Southern Company made up 0.19% of Cannon Financial Strategists's portfolio in Q2 2026, its #42 holding.
  • Cannon Financial Strategists first reported a position in Southern Company in Q3 2019 and has held it in 20 quarters since.
  • Cannon Financial Strategists's Southern Company position peaked at $1.78M in Q1 2026.
  • 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.