Commonwealth Equity Services’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 | $86M | Buy |
890,580
+1,826
| +0.2% | +$169K | 0.12% | 164 |
|
|
2025
Q4 | $77.5M | Sell |
888,754
-96,379
| -10% | -$8.8M | 0.1% | 189 |
|
|
2025
Q3 | $93.4M | Sell |
985,133
-71,898
| -7% | -$6.71M | 0.12% | 161 |
|
|
2025
Q2 | $97.1M | Sell |
1,057,031
-35,523
| -3% | -$3.19M | 0.13% | 157 |
|
|
2025
Q1 | $100M | Buy |
1,092,554
+33,729
| +3% | +$2.92M | 0.14% | 137 |
|
|
2024
Q4 | $87.2M | Buy |
1,058,825
+21,668
| +2% | +$1.9M | 0.13% | 152 |
|
|
2024
Q3 | $93.5M | Buy |
1,037,157
+22,330
| +2% | +$1.91M | 0.14% | 137 |
|
|
2024
Q2 | $78.7M | Buy |
1,014,827
+6,524
| +0.6% | +$494K | 0.12% | 152 |
|
|
2024
Q1 | $72.3M | Buy |
1,008,303
+49,273
| +5% | +$3.4M | 0.12% | 165 |
|
|
2023
Q4 | $67.2M | Buy |
959,030
+11,755
| +1% | +$807K | 0.12% | 164 |
|
|
2023
Q3 | $61.3M | Buy |
947,275
+15,059
| +2% | +$1.05M | 0.13% | 162 |
|
|
2023
Q2 | $65.5M | Buy |
932,216
+22,031
| +2% | +$1.58M | 0.13% | 153 |
|
|
2023
Q1 | $63.3K | Buy |
910,185
+8,626
| +1% | +$581K | 0.13% | 146 |
|
|
2022
Q4 | $64.4M | Sell |
901,559
-190
| -0% | -$12.7K | 0.15% | 134 |
|
|
2022
Q3 | $61.3M | Buy |
901,749
+14,997
| +2% | +$1.14M | 0.16% | 125 |
|
|
2022
Q2 | $63.2M | Buy |
886,752
+8,801
| +1% | +$646K | 0.16% | 122 |
|
|
2022
Q1 | $63.7M | Buy |
877,951
+19,140
| +2% | +$1.3M | 0.15% | 139 |
|
|
2021
Q4 | $58.9M | Buy |
858,811
+33,955
| +4% | +$2.16M | 0.13% | 153 |
|
|
2021
Q3 | $51.1M | Buy |
824,856
+21,301
| +3% | +$1.37M | 0.13% | 159 |
|
|
2021
Q2 | $48.6M | Sell |
803,555
-82,059
| -9% | -$5.25M | 0.12% | 170 |
|
|
2021
Q1 | $55M | Buy |
885,614
+4,903
| +0.6% | +$294K | 0.16% | 136 |
|
|
2020
Q4 | $54.1M | Buy |
880,711
+10,983
| +1% | +$660K | 0.16% | 129 |
|
|
2020
Q3 | $47.2M | Buy |
869,728
+32,285
| +4% | +$1.73M | 0.16% | 136 |
|
|
2020
Q2 | $43.4M | Buy |
837,443
+27,152
| +3% | +$1.51M | 0.16% | 128 |
|
|
2020
Q1 | $43.9M | Sell |
810,291
-25,851
| -3% | -$1.64M | 0.2% | 108 |
|
|
2019
Q4 | $53.3M | Buy |
836,142
+9,932
| +1% | +$615K | 0.2% | 106 |
|
|
2019
Q3 | $51M | Buy |
826,210
+44,726
| +6% | +$2.59M | 0.22% | 92 |
|
|
2019
Q2 | $43.2M | Buy |
781,484
+41,883
| +6% | +$2.24M | 0.19% | 109 |
|
|
2019
Q1 | $38.2M | Buy |
739,601
+34,976
| +5% | +$1.71M | 0.18% | 122 |
|
|
2018
Q4 | $30.9M | Buy |
704,625
+58,991
| +9% | +$2.68M | 0.16% | 128 |
|
|
2018
Q3 | $28.1M | Buy |
645,634
+28,057
| +5% | +$1.29M | 0.13% | 149 |
|
|
2018
Q2 | $28.6M | Buy |
617,577
+44,336
| +8% | +$1.98M | 0.15% | 131 |
|
|
2018
Q1 | $25.6M | Buy |
573,241
+2,040
| +0.4% | +$90.6K | 0.14% | 142 |
|
|
2017
Q4 | $27.5M | Buy |
571,201
+12,704
| +2% | +$647K | 0.15% | 138 |
|
|
2017
Q3 | $27.4M | Buy |
558,497
+22,758
| +4% | +$1.1M | 0.16% | 129 |
|
|
2017
Q2 | $25.7M | Buy |
535,739
+23,708
| +5% | +$1.19M | 0.16% | 126 |
|
|
2017
Q1 | $25.5M | Buy |
512,031
+25,955
| +5% | +$1.28M | 0.17% | 121 |
|
|
2016
Q4 | $23.9M | Buy |
486,076
+20,144
| +4% | +$990K | 0.18% | 120 |
|
|
2016
Q3 | $23.9M | Sell |
465,932
-5,256
| -1% | -$277K | 0.19% | 112 |
|
|
2016
Q2 | $25.3M | Sell |
471,188
-5,433
| -1% | -$273K | 0.21% | 101 |
|
|
2016
Q1 | $24.7M | Buy |
476,621
+22,453
| +5% | +$1.09M | 0.22% | 100 |
|
|
2015
Q4 | $21.3M | Buy |
454,168
+31,674
| +7% | +$1.44M | 0.2% | 109 |
|
|
2015
Q3 | $18.9M | Buy |
422,494
+11,356
| +3% | +$498K | 0.2% | 110 |
|
|
2015
Q2 | $17.2M | Buy |
411,138
+10,682
| +3% | +$465K | 0.17% | 125 |
|
|
2015
Q1 | $17.7M | Sell |
400,456
-34,486
| -8% | -$1.64M | 0.18% | 118 |
|
|
2014
Q4 | $21.4M | Buy |
434,942
+19,803
| +5% | +$935K | 0.24% | 89 |
|
|
2014
Q3 | $18.1M | Buy |
415,139
+22,353
| +6% | +$982K | 0.22% | 93 |
|
|
2014
Q2 | $17.8M | Buy |
392,786
+17,135
| +5% | +$758K | 0.22% | 93 |
|
|
2014
Q1 | $16.5M | Buy |
375,651
+14,128
| +4% | +$592K | 0.23% | 91 |
|
|
2013
Q4 | $14.9M | Buy |
361,523
+4,707
| +1% | +$194K | 0.22% | 97 |
|
|
2013
Q3 | $14.7M | Buy |
356,816
+21,675
| +6% | +$934K | 0.24% | 90 |
|
|
2013
Q2 | $14.8M | Buy |
+335,141
| New | +$15.4M | 0.26% | 89 |
|
Other funds holding SO
VCM
VPM
Commonwealth Equity Services's SO Position: Q1 2026 in Review
Commonwealth Equity Services increased its Southern Company (SO) stake by 0.21% in Q1 2026, buying an estimated $169K and bringing the position to 890,580 shares worth $86M. The position accounts for 0.12% of the portfolio, ranked #164.
Commonwealth Equity Services first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $100M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Commonwealth Equity Services held 890,580 shares of Southern Company worth $86M as of Q1 2026.
- Commonwealth Equity Services bought 1,826 Southern Company shares in Q1 2026, an estimated $169K.
- Southern Company made up 0.12% of Commonwealth Equity Services's portfolio in Q1 2026, its #164 holding.
- Commonwealth Equity Services first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Southern Company position peaked at $100M in Q1 2025.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.