Cerity Partners’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 | $24.6M | Sell |
256,903
-3,881
| -1% | -$365K | 0.03% | 421 |
|
|
2026
Q1 | $25.2M | Buy |
260,784
+19,664
| +8% | +$1.82M | 0.04% | 377 |
|
|
2025
Q4 | $21M | Buy |
241,120
+7,450
| +3% | +$680K | 0.03% | 406 |
|
|
2025
Q3 | $22.2M | Buy |
233,670
+6,139
| +3% | +$573K | 0.04% | 360 |
|
|
2025
Q2 | $20.9M | Sell |
227,531
-1,071
| -0.5% | -$96.2K | 0.04% | 351 |
|
|
2025
Q1 | $21M | Buy |
228,602
+38,587
| +20% | +$3.34M | 0.04% | 326 |
|
|
2024
Q4 | $15.9M | Sell |
190,015
-1,399
| -0.7% | -$123K | 0.03% | 369 |
|
|
2024
Q3 | $17.3M | Sell |
191,414
-363
| -0.2% | -$31K | 0.04% | 348 |
|
|
2024
Q2 | $14.9M | Buy |
191,777
+70,482
| +58% | +$5.34M | 0.04% | 328 |
|
|
2024
Q1 | $8.71M | Sell |
121,295
-63,034
| -34% | -$4.35M | 0.02% | 492 |
|
|
2023
Q4 | $12.9M | Buy |
184,329
+20,692
| +13% | +$1.42M | 0.04% | 329 |
|
|
2023
Q3 | $10.6M | Sell |
163,637
-76,281
| -32% | -$5.29M | 0.05% | 288 |
|
|
2023
Q2 | $16.9M | Buy |
239,918
+24,592
| +11% | +$1.76M | 0.07% | 260 |
|
|
2023
Q1 | $40.6M | Buy |
215,326
+10,049
| +5% | +$677K | 0.1% | 151 |
|
|
2022
Q4 | $14.9M | Buy |
205,277
+170,282
| +487% | +$11.4M | 0.1% | 202 |
|
|
2022
Q3 | $2.38M | Buy |
34,995
+1,067
| +3% | +$80.8K | 0.03% | 345 |
|
|
2022
Q2 | $2.42M | Buy |
33,928
+18,633
| +122% | +$1.37M | 0.03% | 370 |
|
|
2022
Q1 | $1.11M | Sell |
15,295
-1,183
| -7% | -$80.1K | 0.02% | 428 |
|
|
2021
Q4 | $1.13M | Buy |
16,478
+4,161
| +34% | +$265K | 0.02% | 421 |
|
|
2021
Q3 | $763K | Sell |
12,317
-3,261
| -21% | -$210K | 0.02% | 396 |
|
|
2021
Q2 | $943K | Buy |
15,578
+837
| +6% | +$53.5K | 0.02% | 372 |
|
|
2021
Q1 | $916K | Sell |
14,741
-279
| -2% | -$16.7K | 0.02% | 357 |
|
|
2020
Q4 | $923K | Buy |
15,020
+1,444
| +11% | +$86.8K | 0.03% | 317 |
|
|
2020
Q3 | $736K | Buy |
+13,576
| New | +$726K | 0.03% | 274 |
|
|
2020
Q2 | – | Sell |
-4,406
| Closed | -$239K | – | 482 |
|
|
2020
Q1 | $239K | Sell |
4,406
-121,324
| -96% | -$7.69M | 0.02% | 387 |
|
|
2019
Q4 | $8.01M | Buy |
125,730
+5,831
| +5% | +$361K | 0.41% | 46 |
|
|
2019
Q3 | $7.41M | Sell |
119,899
-4,011
| -3% | -$232K | 0.43% | 50 |
|
|
2019
Q2 | $6.85M | Buy |
123,910
+118,134
| +2,045% | +$6.32M | 0.43% | 56 |
|
|
2019
Q1 | $299K | Sell |
5,776
-1,614
| -22% | -$79.1K | 0.02% | 423 |
|
|
2018
Q4 | $325K | Buy |
7,390
+1,553
| +27% | +$70.6K | 0.02% | 388 |
|
|
2018
Q3 | $254K | Buy |
5,837
+864
| +17% | +$39.8K | 0.02% | 457 |
|
|
2018
Q2 | $230K | Sell |
4,973
-1,532
| -24% | -$68.6K | 0.02% | 484 |
|
|
2018
Q1 | $291K | Buy |
6,505
+1,548
| +31% | +$68.7K | 0.02% | 442 |
|
|
2017
Q4 | $238K | Buy |
4,957
+847
| +21% | +$43.2K | 0.02% | 500 |
|
|
2017
Q3 | $202K | Buy |
+4,110
| New | +$199K | 0.01% | 542 |
|
|
2017
Q2 | – | Sell |
-4,153
| Closed | -$207K | – | 426 |
|
|
2017
Q1 | $207K | Buy |
+4,153
| New | +$205K | 0.02% | 412 |
|
Other funds holding SO
VCM
VPM
Cerity Partners's SO Position: Q2 2026 in Review
Cerity Partners reduced its Southern Company (SO) stake by 1.5% in Q2 2026, selling an estimated $365K and leaving 256,903 shares worth $24.6M. The position accounts for 0.03% of the portfolio, ranked #421.
Cerity Partners first reported a position in SO in Q1 2017 and has held it in 36 quarters since. The position peaked at $40.6M in Q1 2023. 2,266 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Cerity Partners held 256,903 shares of Southern Company worth $24.6M as of Q2 2026.
- Cerity Partners sold 3,881 Southern Company shares in Q2 2026, an estimated $365K.
- Southern Company made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #421 holding.
- Cerity Partners first reported a position in Southern Company in Q1 2017 and has held it in 36 quarters since.
- Cerity Partners's Southern Company position peaked at $40.6M in Q1 2023.
- 2,266 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.