Centaurus Financial’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
Q1 | $3.62M | Buy |
37,474
+1,111
| +3% | +$103K | 0.17% | 128 |
|
|
2025
Q4 | $3.17M | Buy |
36,363
+6,892
| +23% | +$629K | 0.15% | 146 |
|
|
2025
Q3 | $2.79M | Buy |
29,471
+192
| +0.7% | +$17.9K | 0.13% | 157 |
|
|
2025
Q2 | $2.69M | Sell |
29,279
-91
| -0.3% | -$8.17K | 0.16% | 150 |
|
|
2025
Q1 | $2.7M | Buy |
29,370
+1,879
| +7% | +$163K | 0.16% | 129 |
|
|
2024
Q4 | $2.26M | Sell |
27,491
-546
| -2% | -$47.9K | 0.14% | 153 |
|
|
2024
Q3 | $2.53M | Sell |
28,037
-841
| -3% | -$71.8K | 0.16% | 134 |
|
|
2024
Q2 | $2.24M | Buy |
28,878
+1,249
| +5% | +$94.7K | 0.15% | 144 |
|
|
2024
Q1 | $1.98M | Sell |
27,629
-1,467
| -5% | -$101K | 0.14% | 148 |
|
|
2023
Q4 | $2.04M | Sell |
29,096
-2,371
| -8% | -$163K | 0.16% | 138 |
|
|
2023
Q3 | $2.04M | Sell |
31,467
-7,218
| -19% | -$501K | 0.18% | 131 |
|
|
2023
Q2 | $2.72M | Sell |
38,685
-13,033
| -25% | -$935K | 0.24% | 109 |
|
|
2023
Q1 | $3.6M | Sell |
51,718
-5,146
| -9% | -$346K | 0.29% | 90 |
|
|
2022
Q4 | $4.06M | Buy |
56,864
+37,225
| +190% | +$2.49M | 0.38% | 63 |
|
|
2022
Q3 | $1.33M | Buy |
19,639
+205
| +1% | +$15.5K | 0.13% | 190 |
|
|
2022
Q2 | $1.39M | Sell |
19,434
-3,204
| -14% | -$235K | 0.14% | 184 |
|
|
2022
Q1 | $1.64M | Sell |
22,638
-6,638
| -23% | -$450K | 0.13% | 187 |
|
|
2021
Q4 | $2.01M | Buy |
29,276
+553
| +2% | +$35.3K | 0.15% | 171 |
|
|
2021
Q3 | $1.78M | Sell |
28,723
-1,514
| -5% | -$97.5K | 0.15% | 174 |
|
|
2021
Q2 | $1.83M | Sell |
30,237
-2,339
| -7% | -$150K | 0.15% | 167 |
|
|
2021
Q1 | $2.02M | Buy |
32,576
+4,151
| +15% | +$249K | 0.2% | 131 |
|
|
2020
Q4 | $1.75M | Sell |
28,425
-1,177
| -4% | -$70.8K | 0.18% | 133 |
|
|
2020
Q3 | $1.6M | Sell |
29,602
-24,935
| -46% | -$1.33M | 0.22% | 105 |
|
|
2020
Q2 | $2.83M | Buy |
54,537
+37,949
| +229% | +$2.11M | 0.42% | 52 |
|
|
2020
Q1 | $898K | Sell |
16,588
-1,106
| -6% | -$70.1K | 0.18% | 143 |
|
|
2019
Q4 | $1.13M | Buy |
17,694
+332
| +2% | +$20.6K | 0.16% | 152 |
|
|
2019
Q3 | $1.07M | Buy |
17,362
+845
| +5% | +$49K | 0.17% | 150 |
|
|
2019
Q2 | $913K | Buy |
16,517
+15,579
| +1,661% | +$834K | 0.14% | 174 |
|
|
2019
Q1 | $18.1K | Buy |
938
+237
| +34% | +$11.6K | 0.11% | 169 |
|
|
2018
Q4 | $16 | Buy |
701
+689
| +5,742% | +$31.3K | 0.11% | 147 |
|
|
2018
Q3 | $508 | Sell |
12
-20,483
| -100% | -$944K | 0.09% | 241 |
|
|
2018
Q2 | $949K | Buy |
20,495
+13,359
| +187% | +$598K | 0.13% | 177 |
|
|
2018
Q1 | $319K | Sell |
7,136
-551
| -7% | -$24.5K | 0.07% | 254 |
|
|
2017
Q4 | $370K | Buy |
+7,687
| New | +$392K | 0.1% | 220 |
|
Other funds holding SO
VCM
VPM
Centaurus Financial's SO Position: Q1 2026 in Review
Centaurus Financial increased its Southern Company (SO) stake by 3.1% in Q1 2026, buying an estimated $103K and bringing the position to 37,474 shares worth $3.62M. The position accounts for 0.17% of the portfolio, ranked #128.
Centaurus Financial first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.06M in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Centaurus Financial held 37,474 shares of Southern Company worth $3.62M as of Q1 2026.
- Centaurus Financial bought 1,111 Southern Company shares in Q1 2026, an estimated $103K.
- Southern Company made up 0.17% of Centaurus Financial's portfolio in Q1 2026, its #128 holding.
- Centaurus Financial first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- Centaurus Financial's Southern Company position peaked at $4.06M in Q4 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.