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Chatham Capital Group’s Southern Company SO Stock Holding History

Chatham Capital Group’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 		$1.24M Sell
12,969
-150
-1% -$14.1K 0.16% 125
2026
Q1 		$1.27M Hold
13,119
– – 0.18% 116
2025
Q4 		$1.14M Sell
13,119
-200
-2% -$18.3K 0.16% 125
2025
Q3 		$1.26M Sell
13,319
-975
-7% -$91K 0.18% 118
2025
Q2 		$1.31M Hold
14,294
– – 0.2% 113
2025
Q1 		$1.31M Hold
14,294
– – 0.22% 110
2024
Q4 		$1.18M Hold
14,294
– – 0.19% 114
2024
Q3 		$1.29M Buy
14,294
+50
+0.4% +$4.27K 0.21% 110
2024
Q2 		$1.1M Hold
14,244
– – 0.19% 115
2024
Q1 		$1.02M Buy
14,244
+51
+0.4% +$3.52K 0.19% 120
2023
Q4 		$995K Hold
14,193
– – 0.2% 117
2023
Q3 		$919K Hold
14,193
– – 0.21% 117
2023
Q2 		$997K Hold
14,193
– – 0.21% 118
2023
Q1 		$988K Hold
14,193
– – 0.22% 117
2022
Q4 		$1.01M Hold
14,193
– – 0.24% 113
2022
Q3 		$965K Sell
14,193
-1
-0% -$76 0.24% 109
2022
Q2 		$1.01M Hold
14,194
– – 0.23% 108
2022
Q1 		$1.03M Hold
14,194
– – 0.2% 113
2021
Q4 		$973K Sell
14,194
-400
-3% -$25.5K 0.18% 119
2021
Q3 		$904K Sell
14,594
-624
-4% -$40.2K 0.17% 119
2021
Q2 		$921K Buy
15,218
+24
+0.2% +$1.53K 0.18% 119
2021
Q1 		$944K Hold
15,194
– – 0.2% 112
2020
Q4 		$933K Buy
15,194
+700
+5% +$42.1K 0.21% 105
2020
Q3 		$786K Hold
14,494
– – 0.19% 105
2020
Q2 		$752K Buy
14,494
+32
+0.2% +$1.78K 0.19% 105
2020
Q1 		$783K Sell
14,462
-100
-0.7% -$6.33K 0.23% 99
2019
Q4 		$928K Hold
14,562
– – 0.23% 97
2019
Q3 		$899K Buy
14,562
+100
+0.7% +$5.8K 0.23% 97
2019
Q2 		$799K Hold
14,462
– – 0.2% 102
2019
Q1 		$747K Hold
14,462
– – 0.19% 105
2018
Q4 		$635K Hold
14,462
– – 0.18% 102
2018
Q3 		$631K Sell
14,462
-758
-5% -$34.9K 0.16% 103
2018
Q2 		$705K Buy
15,220
+708
+5% +$31.7K 0.19% 97
2018
Q1 		$648K Sell
14,512
-220
-1% -$9.77K 0.17% 96
2017
Q4 		$708K Hold
14,732
– – 0.19% 93
2017
Q3 		$724K Hold
14,732
– – 0.2% 95
2017
Q2 		$705K Buy
14,732
+6,252
+74% +$313K 0.2% 98
2017
Q1 		$422K Buy
8,480
+407
+5% +$20.1K 0.12% 114
2016
Q4 		$397K Buy
8,073
+848
+12% +$41.7K 0.12% 112
2016
Q3 		$371K Buy
7,225
+1,193
+20% +$62.8K 0.12% 114
2016
Q2 		$323K Hold
6,032
– – 0.1% 118
2016
Q1 		$312K Hold
6,032
– – 0.1% 115
2015
Q4 		$282K Buy
6,032
+202
+3% +$9.16K 0.09% 120
2015
Q3 		$261K Buy
5,830
+48
+0.8% +$2.11K 0.09% 124
2015
Q2 		$242K Buy
5,782
+500
+9% +$21.8K 0.07% 140
2015
Q1 		$234K Hold
5,282
– – 0.07% 154
2014
Q4 		$259K Hold
5,282
– – 0.08% 143
2014
Q3 		$231K Hold
5,282
– – 0.07% 146
2014
Q2 		$240K Hold
5,282
– – 0.09% 102
2014
Q1 		$232K Sell
5,282
-400
-7% -$16.8K 0.1% 102
2013
Q4 		$234K Hold
5,682
– – 0.1% 106
2013
Q3 		$234K Hold
5,682
– – 0.11% 105
2013
Q2 		$251K Buy
+5,682
New +$261K 0.12% 99

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Chatham Capital Group's SO Position: Q2 2026 in Review

Chatham Capital Group reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $14.1K and leaving 12,969 shares worth $1.24M. The position accounts for 0.16% of the portfolio, ranked #125.

Chatham Capital Group first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.31M in Q1 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chatham Capital Group held 12,969 shares of Southern Company worth $1.24M as of Q2 2026.
  • Chatham Capital Group sold 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.16% of Chatham Capital Group's portfolio in Q2 2026, its #125 holding.
  • Chatham Capital Group first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Chatham Capital Group's Southern Company position peaked at $1.31M in Q1 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.