Chicago Capital’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 | $608K | Sell |
6,357
-18
| -0.3% | -$1.7K | 0.01% | 258 |
|
|
2026
Q1 | $615K | Hold |
6,375
| – | – | 0.02% | 246 |
|
|
2025
Q4 | $556K | Sell |
6,375
-516
| -7% | -$47.1K | 0.01% | 249 |
|
|
2025
Q3 | $653K | Sell |
6,891
-100
| -1% | -$9.34K | 0.02% | 223 |
|
|
2025
Q2 | $642K | Hold |
6,991
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $643K | Hold |
6,991
| – | – | 0.02% | 215 |
|
|
2024
Q4 | $575K | Buy |
6,991
+50
| +0.7% | +$4.39K | 0.02% | 214 |
|
|
2024
Q3 | $626K | Hold |
6,941
| – | – | 0.02% | 207 |
|
|
2024
Q2 | $538K | Hold |
6,941
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $498K | Sell |
6,941
-667
| -9% | -$46K | 0.02% | 217 |
|
|
2023
Q4 | $533K | Hold |
7,608
| – | – | 0.02% | 186 |
|
|
2023
Q3 | $492K | Hold |
7,608
| – | – | 0.02% | 149 |
|
|
2023
Q2 | $534K | Hold |
7,608
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $529K | Buy |
7,608
+1,333
| +21% | +$89.8K | 0.03% | 154 |
|
|
2022
Q4 | $448K | Hold |
6,275
| – | – | 0.02% | 164 |
|
|
2022
Q3 | $427K | Sell |
6,275
-31
| -0.5% | -$2.35K | 0.02% | 173 |
|
|
2022
Q2 | $450K | Hold |
6,306
| – | – | 0.02% | 170 |
|
|
2022
Q1 | $457K | Buy |
6,306
+1
| +0% | +$68 | 0.02% | 179 |
|
|
2021
Q4 | $432K | Buy |
6,305
+500
| +9% | +$31.9K | 0.02% | 193 |
|
|
2021
Q3 | $360K | Hold |
5,805
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $351K | Buy |
5,805
+746
| +15% | +$47.7K | 0.01% | 205 |
|
|
2021
Q1 | $314K | Hold |
5,059
| – | – | 0.01% | 207 |
|
|
2020
Q4 | $311K | Buy |
5,059
+1
| +0% | +$60 | 0.01% | 201 |
|
|
2020
Q3 | $274K | Hold |
5,058
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $262K | Hold |
5,058
| – | – | 0.02% | 196 |
|
|
2020
Q1 | $274K | Hold |
5,058
| – | – | 0.02% | 172 |
|
|
2019
Q4 | $322K | Buy |
5,058
+1
| +0% | +$62 | 0.02% | 184 |
|
|
2019
Q3 | $312K | Hold |
5,057
| – | – | 0.02% | 185 |
|
|
2019
Q2 | $280K | Hold |
5,057
| – | – | 0.02% | 194 |
|
|
2019
Q1 | $261K | Buy |
5,057
+27
| +0.5% | +$1.32K | 0.02% | 189 |
|
|
2018
Q4 | $221K | Hold |
5,030
| – | – | 0.02% | 194 |
|
|
2018
Q3 | $219K | Hold |
5,030
| – | – | 0.02% | 208 |
|
|
2018
Q2 | $233K | Buy |
5,030
+350
| +7% | +$15.7K | 0.02% | 214 |
|
|
2018
Q1 | $209K | Buy |
+4,680
| New | +$208K | 0.03% | 154 |
|
Other funds holding SO
Chicago Capital's SO Position: Q2 2026 in Review
Chicago Capital reduced its Southern Company (SO) stake by 0.28% in Q2 2026, selling an estimated $1.7K and leaving 6,357 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #258.
Chicago Capital first reported a position in SO in Q1 2018 and has held it in 34 quarters since. The position peaked at $653K in Q3 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Chicago Capital held 6,357 shares of Southern Company worth $608K as of Q2 2026.
- Chicago Capital sold 18 Southern Company shares in Q2 2026, an estimated $1.7K.
- Southern Company made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #258 holding.
- Chicago Capital first reported a position in Southern Company in Q1 2018 and has held it in 34 quarters since.
- Chicago Capital's Southern Company position peaked at $653K in Q3 2025.
- 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.