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Capital Advisors Inc’s Southern Company SO Stock Holding History

Capital Advisors Inc’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 		$109M Buy
1,139,024
+99,735
+10% +$9.39M 1.6% 13
2026
Q1 		$100M Buy
1,039,289
+38,925
+4% +$3.6M 1.61% 15
2025
Q4 		$87.2M Buy
1,000,364
+49,402
+5% +$4.51M 1.4% 16
2025
Q3 		$90.1M Buy
950,962
+22,458
+2% +$2.1M 1.51% 13
2025
Q2 		$85.3M Buy
928,504
+16,878
+2% +$1.52M 1.53% 12
2025
Q1 		$83.8M Buy
911,626
+21,359
+2% +$1.85M 1.67% 13
2024
Q4 		$73.3M Buy
890,267
+15,383
+2% +$1.35M 1.46% 15
2024
Q3 		$78.9M Buy
874,884
+16,899
+2% +$1.44M 1.58% 15
2024
Q2 		$66.6M Buy
857,985
+138,086
+19% +$10.5M 1.38% 16
2024
Q1 		$51.6M Buy
719,899
+8,672
+1% +$599K 1.11% 27
2023
Q4 		$49.9M Sell
711,227
-29,295
-4% -$2.01M 1.12% 29
2023
Q3 		$47.9M Buy
740,522
+16,708
+2% +$1.16M 1.26% 22
2023
Q2 		$50.8M Buy
723,814
+75,104
+12% +$5.39M 1.29% 21
2023
Q1 		$45.1M Buy
648,710
+9,059
+1% +$610K 1.21% 26
2022
Q4 		$45.7M Buy
639,651
+5,626
+0.9% +$376K 1.3% 22
2022
Q3 		$40.3M Sell
634,025
-503
-0.1% -$38.1K 1.25% 24
2022
Q2 		$45.2M Buy
634,528
+77,051
+14% +$5.66M 1.36% 21
2022
Q1 		$40.4M Buy
557,477
+65,090
+13% +$4.41M 1.11% 28
2021
Q4 		$33.8M Buy
492,387
+21,715
+5% +$1.38M 0.9% 39
2021
Q3 		$29.2M Buy
470,672
+25,769
+6% +$1.66M 0.87% 43
2021
Q2 		$26.9M Buy
444,903
+20,041
+5% +$1.28M 0.81% 48
2021
Q1 		$26.4M Buy
424,862
+25,042
+6% +$1.5M 0.86% 46
2020
Q4 		$24.6M Buy
399,820
+8,630
+2% +$519K 0.88% 42
2020
Q3 		$21.2M Buy
391,190
+7,626
+2% +$408K 0.86% 39
2020
Q2 		$20.7M Buy
383,564
+33,689
+10% +$1.87M 0.86% 39
2020
Q1 		$18.9M Buy
349,875
+41,761
+14% +$2.65M 1.03% 33
2019
Q4 		$19.6M Buy
308,114
+57,495
+23% +$3.56M 0.85% 35
2019
Q3 		$13.9M Hold
250,619
– – 0.69% 41
2019
Q2 		$13.9M Buy
250,619
+193,001
+335% +$10.3M 0.69% 41
2019
Q1 		$2.98M Sell
57,618
-184,824
-76% -$9.06M 0.32% 57
2018
Q4 		$10.6M Buy
242,442
+6,851
+3% +$311K 0.69% 44
2018
Q3 		$10.3M Sell
235,591
-4,474
-2% -$206K 0.61% 55
2018
Q2 		$11.1M Buy
240,065
+10,578
+5% +$473K 0.67% 50
2018
Q1 		$10.2M Sell
229,487
-54,167
-19% -$2.4M 0.61% 53
2017
Q4 		$13.6M Sell
283,654
-1,956
-0.7% -$99.7K 0.8% 34
2017
Q3 		$14M Buy
285,610
+813
+0.3% +$39.4K 0.86% 31
2017
Q2 		$13.6M Buy
284,797
+8,509
+3% +$427K 0.85% 31
2017
Q1 		$13.8M Buy
276,288
+10,967
+4% +$542K 0.9% 30
2016
Q4 		$13.1M Buy
265,321
+28,300
+12% +$1.39M 0.91% 23
2016
Q3 		$12.2M Sell
237,021
-11,018
-4% -$580K 1.82% 11
2016
Q2 		$13.3M Sell
248,039
-6,733
-3% -$339K 2.06% 5
2016
Q1 		$13.2M Buy
254,772
+327
+0.1% +$15.9K 2.16% 7
2015
Q4 		$11.9M Sell
254,445
-4,966
-2% -$225K 2.09% 6
2015
Q3 		$11.6M Buy
259,411
+9,733
+4% +$427K 2.09% 7
2015
Q2 		$10.5M Buy
249,678
+15,723
+7% +$685K 1.8% 11
2015
Q1 		$10.4M Buy
233,955
+15,893
+7% +$755K 1.28% 16
2014
Q4 		$10.7M Buy
218,062
+6,367
+3% +$301K 1.98% 8
2014
Q3 		$9.24M Buy
211,695
+14,922
+8% +$656K 1.89% 12
2014
Q2 		$8.93M Buy
196,773
+14,151
+8% +$626K 1.73% 14
2014
Q1 		$8.02M Buy
182,622
+21,207
+13% +$889K 1.74% 15
2013
Q4 		$6.64M Buy
161,415
+21,748
+16% +$897K 1.46% 28
2013
Q3 		$5.75M Buy
139,667
+32,233
+30% +$1.39M 1.38% 33
2013
Q2 		$4.74M Buy
+107,434
New +$4.94M 1.28% 39

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Capital Advisors Inc's SO Position: Q2 2026 in Review

Capital Advisors Inc increased its Southern Company (SO) stake by 9.6% in Q2 2026, buying an estimated $9.39M and bringing the position to 1,139,024 shares worth $109M. The position accounts for 1.6% of the portfolio, ranked #13.

Capital Advisors Inc first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 661 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Capital Advisors Inc held 1,139,024 shares of Southern Company worth $109M as of Q2 2026.
  • Capital Advisors Inc bought 99,735 Southern Company shares in Q2 2026, an estimated $9.39M.
  • Southern Company made up 1.6% of Capital Advisors Inc's portfolio in Q2 2026, its #13 holding.
  • Capital Advisors Inc first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 661 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.