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Chronos Wealth Management’s Southern Company SO Stock Holding History

Chronos Wealth 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
Q2 		$8.63M Buy
90,154
+2,199
+3% +$207K 3.83% 10
2026
Q1 		$8.49M Sell
87,955
-407
-0.5% -$37.6K 4.11% 10
2025
Q4 		$7.71M Buy
88,362
+2,269
+3% +$207K 3.57% 9
2025
Q3 		$8.16M Sell
86,093
-452
-0.5% -$42.2K 4% 10
2025
Q2 		$7.95M Buy
86,545
+805
+0.9% +$72.3K 4.12% 9
2025
Q1 		$7.88M Buy
85,740
+304
+0.4% +$26.3K 4.23% 10
2024
Q4 		$7.03M Buy
85,436
+1,050
+1% +$92.1K 3.59% 12
2024
Q3 		$7.61M Sell
84,386
-40
-0% -$3.42K 3.97% 11
2024
Q2 		$6.55M Buy
84,426
+483
+0.6% +$36.6K 3.64% 12
2024
Q1 		$6.02M Buy
83,943
+3,471
+4% +$240K 3.52% 13
2023
Q4 		$5.64M Sell
80,472
-257
-0.3% -$17.6K 3.59% 12
2023
Q3 		$5.22M Buy
80,729
+3,211
+4% +$223K 3.66% 12
2023
Q2 		$5.45M Sell
77,518
-345
-0.4% -$24.7K 3.77% 13
2023
Q1 		$5.42M Buy
77,863
+287
+0.4% +$19.3K 4.07% 11
2022
Q4 		$5.54M Buy
77,576
+6,119
+9% +$409K 4.37% 11
2022
Q3 		$4.86M Sell
71,457
-4,090
-5% -$310K 4.02% 11
2022
Q2 		$5.39M Buy
75,547
+380
+0.5% +$27.9K 4.04% 11
2022
Q1 		$5.45M Buy
75,167
+5,167
+7% +$350K 3.47% 13
2021
Q4 		$4.8M Sell
70,000
-293
-0.4% -$18.7K 2.91% 17
2021
Q3 		$4.36M Sell
70,293
-51
-0.1% -$3.28K 2.96% 15
2021
Q2 		$4.26M Buy
70,344
+61
+0.1% +$3.9K 2.92% 15
2021
Q1 		$4.37M Buy
70,283
+1,299
+2% +$77.8K 3.31% 13
2020
Q4 		$4.24M Sell
68,984
-1,719
-2% -$103K 3.48% 13
2020
Q3 		$3.83M Buy
70,703
+4,143
+6% +$221K 3.45% 13
2020
Q2 		$3.45M Buy
66,560
+22,317
+50% +$1.24M 3.34% 13
2020
Q1 		$2.4M Buy
44,243
+5,026
+13% +$318K 2.76% 16
2019
Q4 		$2.5M Buy
+39,217
New +$2.43M 2.45% 17

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chronos Wealth Management's SO Position: Q2 2026 in Review

Chronos Wealth Management increased its Southern Company (SO) stake by 2.5% in Q2 2026, buying an estimated $207K and bringing the position to 90,154 shares worth $8.63M. The position accounts for 3.83% of the portfolio, ranked #10.

Chronos Wealth Management first reported a position in SO in Q4 2019 and has held it in 27 quarters since. 1,029 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chronos Wealth Management held 90,154 shares of Southern Company worth $8.63M as of Q2 2026.
  • Chronos Wealth Management bought 2,199 Southern Company shares in Q2 2026, an estimated $207K.
  • Southern Company made up 3.83% of Chronos Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Chronos Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • 1,029 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chronos Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.