Chickasaw Capital Management’s Southern Company SO Stock Holding History

Chickasaw Capital Management’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 Q3	$216K	Hold	2,600	–	–	0.01%	90
2026 Q2	$249K	Hold	2,600	–	–	0.01%	90
2026 Q1	$251K	Hold	2,600	–	–	0.01%	87
2025 Q4	$227K	Hold	2,600	–	–	0.01%	90
2025 Q3	$246K	Hold	2,600	–	–	0.01%	89
2025 Q2	$239K	Sell	2,600 -52	-2%	-$4.67K	0.01%	92
2025 Q1	$244K	Hold	2,652	–	–	0.01%	86
2024 Q4	$218K	Hold	2,652	–	–	0.01%	94
2024 Q3	$239K	Hold	2,652	–	–	0.01%	89
2024 Q2	$206K	Buy	+2,652	New	+$201K	0.01%	95
2023 Q3	–	Sell	-2,932	Closed	-$206K	–	84
2023 Q2	$206K	Hold	2,932	–	–	0.01%	82
2023 Q1	$204K	Hold	2,932	–	–	0.01%	82
2022 Q4	$209K	Buy	+2,932	New	+$196K	0.01%	80
2022 Q3	–	Sell	-2,932	Closed	-$209K	–	81
2022 Q2	$209K	Hold	2,932	–	–	0.01%	78
2022 Q1	$213K	Hold	2,932	–	–	0.01%	85
2021 Q4	$201K	Buy	+2,932	New	+$187K	0.01%	95

Other funds holding SO

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Chickasaw Capital Management's SO Position: Q3 2026 in Review

Chickasaw Capital Management held its Southern Company (SO) position steady in Q3 2026 at 2,600 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #90.

Chickasaw Capital Management first reported a position in SO in Q4 2021 and has held it in 16 quarters since. The position peaked at $251K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Chickasaw Capital Management held 2,600 shares of Southern Company worth $216K as of Q3 2026.
Chickasaw Capital Management left its Southern Company share count unchanged in Q3 2026.
Southern Company made up 0.01% of Chickasaw Capital Management's portfolio in Q3 2026, its #90 holding.
Chickasaw Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 16 quarters since.
Chickasaw Capital Management's Southern Company position peaked at $251K in Q1 2026.
113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Chickasaw Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.