CRI
SO icon

Colonial River Investments’s Southern Company SO Stock Holding History

Colonial River Investments’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 		$229K Sell
2,393
-21
-0.9% -$1.98K 0.07% 235
2026
Q1 		$233K Sell
2,414
-780
-24% -$72.2K 0.08% 210
2025
Q4 		$278K Buy
3,194
+690
+28% +$63K 0.1% 192
2025
Q3 		$237K Sell
2,504
-49
-2% -$4.57K 0.09% 207
2025
Q2 		$238K Sell
2,553
-59
-2% -$5.3K 0.1% 193
2025
Q1 		$240K Sell
2,612
-1,138
-30% -$98.5K 0.13% 165
2024
Q4 		$309K Sell
3,750
-483
-11% -$42.4K 0.15% 141
2024
Q3 		$382K Sell
4,233
-2,254
-35% -$193K 0.19% 121
2024
Q2 		$503K Sell
6,487
-1,731
-21% -$131K 0.27% 83
2024
Q1 		$590K Buy
8,218
+1,792
+28% +$124K 0.33% 77
2023
Q4 		$451K Sell
6,426
-1,602
-20% -$110K 0.27% 107
2023
Q3 		$520K Buy
8,028
+4,781
+147% +$332K 0.34% 87
2023
Q2 		$228K Buy
3,247
+31
+1% +$2.22K 0.15% 154
2023
Q1 		$224K Sell
3,216
-151
-4% -$10.2K 0.13% 179
2022
Q4 		$240K Sell
3,367
-286
-8% -$19.1K 0.15% 157
2022
Q3 		$248K Sell
3,653
-592
-14% -$44.8K 0.17% 141
2022
Q2 		$303K Buy
4,245
+286
+7% +$21K 0.2% 133
2022
Q1 		$287K Sell
3,959
-527
-12% -$35.7K 0.17% 153
2021
Q4 		$308K Buy
+4,486
New +$286K 0.17% 154
2021
Q3 		– Sell
-4,564
Closed -$276K – 160
2021
Q2 		$276K Sell
4,564
-33
-0.7% -$2.11K 0.2% 127
2021
Q1 		$286K Buy
4,597
+1,029
+29% +$61.6K 0.23% 109
2020
Q4 		$216 Buy
+3,568
New +$215K 0.1% 126

Other funds holding SO

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Colonial River Investments's SO Position: Q2 2026 in Review

Colonial River Investments reduced its Southern Company (SO) stake by 0.87% in Q2 2026, selling an estimated $1.98K and leaving 2,393 shares worth $229K. The position accounts for 0.07% of the portfolio, ranked #235.

Colonial River Investments first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $590K in Q1 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Colonial River Investments held 2,393 shares of Southern Company worth $229K as of Q2 2026.
  • Colonial River Investments sold 21 Southern Company shares in Q2 2026, an estimated $1.98K.
  • Southern Company made up 0.07% of Colonial River Investments's portfolio in Q2 2026, its #235 holding.
  • Colonial River Investments first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Colonial River Investments's Southern Company position peaked at $590K in Q1 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.