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Chatterton & Associates’s Southern Company SO Stock Holding History

Chatterton & Associates’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 		– Sell
-2,068
Closed -$202K – 108
2026
Q1 		$202K Buy
+2,068
New +$191K 0.14% 97

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chatterton & Associates's SO Position: Q2 2026 in Review

Chatterton & Associates sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,068 shares — an estimated $202K sold.

Chatterton & Associates first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,447 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chatterton & Associates reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Chatterton & Associates sold 2,068 Southern Company shares in Q2 2026, an estimated $202K.
  • Chatterton & Associates first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Chatterton & Associates's Southern Company position peaked at $202K in Q1 2026.
  • 1,447 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.