CapWealth Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.6M | Sell |
16,666
-75
| -0.4% | -$7.06K | 0.11% | 66 |
|
|
2026
Q1 | $1.62M | Buy |
16,741
+1,006
| +6% | +$93.1K | 0.12% | 66 |
|
|
2025
Q4 | $1.37M | Sell |
15,735
-998
| -6% | -$91.1K | 0.09% | 70 |
|
|
2025
Q3 | $1.59M | Buy |
16,733
+932
| +6% | +$87K | 0.11% | 68 |
|
|
2025
Q2 | $1.45M | Hold |
15,801
| – | – | 0.14% | 59 |
|
|
2025
Q1 | $1.45M | Sell |
15,801
-77
| -0.5% | -$6.67K | 0.16% | 58 |
|
|
2024
Q4 | $1.31M | Sell |
15,878
-238
| -1% | -$20.9K | 0.14% | 58 |
|
|
2024
Q3 | $1.45M | Buy |
16,116
+701
| +5% | +$59.9K | 0.16% | 58 |
|
|
2024
Q2 | $1.2M | Sell |
15,415
-762
| -5% | -$57.7K | 0.15% | 55 |
|
|
2024
Q1 | $1.16M | Sell |
16,177
-93
| -0.6% | -$6.42K | 0.13% | 56 |
|
|
2023
Q4 | $1.14M | Sell |
16,270
-1,515
| -9% | -$104K | 0.14% | 55 |
|
|
2023
Q3 | $1.15M | Sell |
17,785
-2,022
| -10% | -$140K | 0.15% | 61 |
|
|
2023
Q2 | $1.39M | Sell |
19,807
-632
| -3% | -$45.3K | 0.17% | 61 |
|
|
2023
Q1 | $1.42M | Sell |
20,439
-109
| -0.5% | -$7.34K | 0.18% | 63 |
|
|
2022
Q4 | $1.47M | Sell |
20,548
-150
| -0.7% | -$10K | 0.17% | 64 |
|
|
2022
Q3 | $1.41M | Sell |
20,698
-1,542
| -7% | -$117K | 0.19% | 63 |
|
|
2022
Q2 | $1.59M | Buy |
22,240
+1,414
| +7% | +$104K | 0.19% | 64 |
|
|
2022
Q1 | $1.51M | Sell |
20,826
-406
| -2% | -$27.5K | 0.15% | 72 |
|
|
2021
Q4 | $1.46M | Sell |
21,232
-571
| -3% | -$36.4K | 0.15% | 69 |
|
|
2021
Q3 | $1.35M | Buy |
21,803
+200
| +0.9% | +$12.9K | 0.15% | 68 |
|
|
2021
Q2 | $1.31M | Sell |
21,603
-677
| -3% | -$43.3K | 0.14% | 63 |
|
|
2021
Q1 | $1.39M | Sell |
22,280
-413
| -2% | -$24.7K | 0.16% | 63 |
|
|
2020
Q4 | $1.39M | Sell |
22,693
-629
| -3% | -$37.8K | 0.17% | 62 |
|
|
2020
Q3 | $1.26M | Buy |
23,322
+1,107
| +5% | +$59.2K | 0.17% | 62 |
|
|
2020
Q2 | $1.15M | Sell |
22,215
-96
| -0.4% | -$5.34K | 0.16% | 63 |
|
|
2020
Q1 | $1.21M | Buy |
22,311
+1,076
| +5% | +$68.2K | 0.21% | 58 |
|
|
2019
Q4 | $1.35M | Sell |
21,235
-160
| -0.7% | -$9.91K | 0.17% | 63 |
|
|
2019
Q3 | $1.32M | Sell |
21,395
-6
| -0% | -$348 | 0.18% | 64 |
|
|
2019
Q2 | $1.18M | Buy |
21,401
+1,065
| +5% | +$57K | 0.17% | 61 |
|
|
2019
Q1 | $1.05M | Buy |
20,336
+1,044
| +5% | +$51.2K | 0.16% | 61 |
|
|
2018
Q4 | $847K | Buy |
19,292
+1,732
| +10% | +$78.7K | 0.15% | 62 |
|
|
2018
Q3 | $766K | Sell |
17,560
-710
| -4% | -$32.7K | 0.13% | 68 |
|
|
2018
Q2 | $846K | Sell |
18,270
-1,228
| -6% | -$55K | 0.15% | 67 |
|
|
2018
Q1 | $871K | Sell |
19,498
-921
| -5% | -$40.9K | 0.17% | 65 |
|
|
2017
Q4 | $982K | Buy |
20,419
+696
| +4% | +$35.5K | 0.18% | 68 |
|
|
2017
Q3 | $969K | Buy |
19,723
+5
| +0% | +$242 | 0.19% | 67 |
|
|
2017
Q2 | $944K | Buy |
19,718
+1,315
| +7% | +$65.9K | 0.19% | 67 |
|
|
2017
Q1 | $916K | Sell |
18,403
-1,683
| -8% | -$83.2K | 0.19% | 68 |
|
|
2016
Q4 | $988K | Buy |
20,086
+137
| +0.7% | +$6.73K | 0.21% | 62 |
|
|
2016
Q3 | $1.02M | Buy |
19,949
+12
| +0.1% | +$632 | 0.25% | 60 |
|
|
2016
Q2 | $1.07M | Buy |
19,937
+811
| +4% | +$40.8K | 0.26% | 58 |
|
|
2016
Q1 | $989K | Buy |
19,126
+531
| +3% | +$25.9K | 0.25% | 59 |
|
|
2015
Q4 | $870K | Buy |
18,595
+13
| +0.1% | +$589 | 0.21% | 60 |
|
|
2015
Q3 | $831K | Sell |
18,582
-138
| -0.7% | -$6.05K | 0.21% | 60 |
|
|
2015
Q2 | $784K | Sell |
18,720
-4,437
| -19% | -$193K | 0.18% | 56 |
|
|
2015
Q1 | $1.02M | Sell |
23,157
-5,122
| -18% | -$243K | 0.24% | 55 |
|
|
2014
Q4 | $1.39M | Sell |
28,279
-1,724
| -6% | -$81.4K | 0.33% | 56 |
|
|
2014
Q3 | $1.31M | Buy |
30,003
+690
| +2% | +$30.3K | 0.3% | 56 |
|
|
2014
Q2 | $1.33M | Buy |
29,313
+620
| +2% | +$27.4K | 0.3% | 57 |
|
|
2014
Q1 | $1.26M | Buy |
28,693
+150
| +0.5% | +$6.29K | 0.34% | 49 |
|
|
2013
Q4 | $1.17M | Sell |
28,543
-6,159
| -18% | -$254K | 0.3% | 55 |
|
|
2013
Q3 | $1.43M | Buy |
34,702
+9,417
| +37% | +$406K | 0.4% | 51 |
|
|
2013
Q2 | $1.12M | Buy |
+25,285
| New | +$1.16M | 0.33% | 57 |
|
Other funds holding SO
CapWealth Advisors's SO Position: Q2 2026 in Review
CapWealth Advisors reduced its Southern Company (SO) stake by 0.45% in Q2 2026, selling an estimated $7.06K and leaving 16,666 shares worth $1.6M. The position accounts for 0.11% of the portfolio, ranked #66.
CapWealth Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.62M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- CapWealth Advisors held 16,666 shares of Southern Company worth $1.6M as of Q2 2026.
- CapWealth Advisors sold 75 Southern Company shares in Q2 2026, an estimated $7.06K.
- Southern Company made up 0.11% of CapWealth Advisors's portfolio in Q2 2026, its #66 holding.
- CapWealth Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- CapWealth Advisors's Southern Company position peaked at $1.62M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.