Checchi Capital Advisers’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 | $1.18M | Buy |
12,268
+921
| +8% | +$85.2K | 0.06% | 189 |
|
|
2025
Q4 | $989K | Sell |
11,347
-1,017
| -8% | -$92.8K | 0.05% | 201 |
|
|
2025
Q3 | $1.17M | Sell |
12,364
-885
| -7% | -$82.6K | 0.06% | 179 |
|
|
2025
Q2 | $1.22M | Sell |
13,249
-713
| -5% | -$64K | 0.07% | 188 |
|
|
2025
Q1 | $1.28M | Buy |
13,962
+474
| +4% | +$41K | 0.07% | 177 |
|
|
2024
Q4 | $1.11M | Buy |
13,488
+259
| +2% | +$22.7K | 0.06% | 182 |
|
|
2024
Q3 | $1.19M | Buy |
13,229
+80
| +0.6% | +$6.83K | 0.07% | 178 |
|
|
2024
Q2 | $1.02M | Sell |
13,149
-242
| -2% | -$18.3K | 0.05% | 185 |
|
|
2024
Q1 | $961K | Buy |
13,391
+102
| +0.8% | +$7.04K | 0.08% | 202 |
|
|
2023
Q4 | $932K | Sell |
13,289
-215
| -2% | -$14.8K | 0.08% | 193 |
|
|
2023
Q3 | $874K | Buy |
13,504
+482
| +4% | +$33.5K | 0.08% | 189 |
|
|
2023
Q2 | $915K | Buy |
13,022
+432
| +3% | +$31K | 0.08% | 184 |
|
|
2023
Q1 | $876K | Sell |
12,590
-43
| -0.3% | -$2.9K | 0.08% | 185 |
|
|
2022
Q4 | $902K | Sell |
12,633
-1,530
| -11% | -$102K | 0.09% | 170 |
|
|
2022
Q3 | $963K | Buy |
14,163
+118
| +0.8% | +$8.94K | 0.09% | 158 |
|
|
2022
Q2 | $1.08M | Buy |
14,045
+2,620
| +23% | +$192K | 0.09% | 155 |
|
|
2022
Q1 | $828K | Buy |
11,425
+272
| +2% | +$18.4K | 0.07% | 180 |
|
|
2021
Q4 | $765K | Buy |
11,153
+385
| +4% | +$24.5K | 0.07% | 186 |
|
|
2021
Q3 | $667K | Sell |
10,768
-510
| -5% | -$32.8K | 0.07% | 194 |
|
|
2021
Q2 | $682K | Buy |
11,278
+120
| +1% | +$7.67K | 0.07% | 195 |
|
|
2021
Q1 | $694K | Buy |
11,158
+504
| +5% | +$30.2K | 0.07% | 186 |
|
|
2020
Q4 | $654K | Buy |
10,654
+95
| +0.9% | +$5.71K | 0.07% | 192 |
|
|
2020
Q3 | $573K | Sell |
10,559
-637
| -6% | -$34K | 0.06% | 190 |
|
|
2020
Q2 | $581K | Buy |
11,196
+309
| +3% | +$17.2K | 0.07% | 184 |
|
|
2020
Q1 | $589K | Buy |
10,887
+1,194
| +12% | +$75.6K | 0.06% | 152 |
|
|
2019
Q4 | $617K | Buy |
9,693
+837
| +9% | +$51.9K | 0.08% | 172 |
|
|
2019
Q3 | $547K | Sell |
8,856
-77
| -0.9% | -$4.46K | 0.07% | 181 |
|
|
2019
Q2 | $494K | Sell |
8,933
-7
| -0.1% | -$375 | 0.06% | 194 |
|
|
2019
Q1 | $462K | Buy |
8,940
+140
| +2% | +$6.86K | 0.05% | 193 |
|
|
2018
Q4 | $387K | Sell |
8,800
-799
| -8% | -$36.3K | 0.05% | 211 |
|
|
2018
Q3 | $419K | Buy |
9,599
+953
| +11% | +$43.9K | 0.05% | 248 |
|
|
2018
Q2 | $400K | Buy |
8,646
+20
| +0.2% | +$895 | 0.05% | 240 |
|
|
2018
Q1 | $385K | Sell |
8,626
-188
| -2% | -$8.35K | 0.05% | 235 |
|
|
2017
Q4 | $424K | Buy |
8,814
+343
| +4% | +$17.5K | 0.06% | 230 |
|
|
2017
Q3 | $416K | Sell |
8,471
-1,006
| -11% | -$48.8K | 0.04% | 206 |
|
|
2017
Q2 | $454K | Sell |
9,477
-669
| -7% | -$33.5K | 0.05% | 188 |
|
|
2017
Q1 | $505K | Sell |
10,146
-571
| -5% | -$28.2K | 0.06% | 177 |
|
|
2016
Q4 | $527K | Buy |
10,717
+640
| +6% | +$31.4K | 0.07% | 162 |
|
|
2016
Q3 | $517K | Buy |
10,077
+1,108
| +12% | +$58.4K | 0.06% | 156 |
|
|
2016
Q2 | $481K | Sell |
8,969
-615
| -6% | -$30.9K | 0.05% | 160 |
|
|
2016
Q1 | $496K | Buy |
9,584
+661
| +7% | +$32.2K | 0.11% | 155 |
|
|
2015
Q4 | $418K | Buy |
8,923
+278
| +3% | +$12.6K | 0.11% | 175 |
|
|
2015
Q3 | $386K | Buy |
8,645
+62
| +0.7% | +$2.72K | 0.1% | 169 |
|
|
2015
Q2 | $360K | Hold |
8,583
| – | – | 0.09% | 196 |
|
|
2015
Q1 | $380K | Buy |
8,583
+100
| +1% | +$4.75K | 0.11% | 176 |
|
|
2014
Q4 | $417K | Buy |
8,483
+1,854
| +28% | +$87.6K | 0.16% | 139 |
|
|
2014
Q3 | $289K | Buy |
6,629
+1,024
| +18% | +$45K | 0.12% | 182 |
|
|
2014
Q2 | $254K | Buy |
+5,605
| New | +$248K | 0.12% | 180 |
|
Other funds holding SO
VCM
VPM
Checchi Capital Advisers's SO Position: Q1 2026 in Review
Checchi Capital Advisers increased its Southern Company (SO) stake by 8.1% in Q1 2026, buying an estimated $85.2K and bringing the position to 12,268 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #189.
Checchi Capital Advisers first reported a position in SO in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.28M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Checchi Capital Advisers held 12,268 shares of Southern Company worth $1.18M as of Q1 2026.
- Checchi Capital Advisers bought 921 Southern Company shares in Q1 2026, an estimated $85.2K.
- Southern Company made up 0.06% of Checchi Capital Advisers's portfolio in Q1 2026, its #189 holding.
- Checchi Capital Advisers first reported a position in Southern Company in Q2 2014 and has held it in 48 quarters since.
- Checchi Capital Advisers's Southern Company position peaked at $1.28M in Q1 2025.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.