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Congress Asset Management’s Southern Company SO Stock Holding History

Congress Asset 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 		$518K Sell
5,411
-25
-0.5% -$2.35K ﹤0.01% 329
2026
Q1 		$525K Sell
5,436
-446
-8% -$41.3K ﹤0.01% 374
2025
Q4 		$513K Sell
5,882
-600
-9% -$54.8K ﹤0.01% 341
2025
Q3 		$614K Sell
6,482
-51
-0.8% -$4.76K ﹤0.01% 343
2025
Q2 		$600K Sell
6,533
-325
-5% -$29.2K ﹤0.01% 335
2025
Q1 		$631K Sell
6,858
-300
-4% -$26K ﹤0.01% 322
2024
Q4 		$589K Buy
7,158
+511
+8% +$44.8K ﹤0.01% 338
2024
Q3 		$599K Hold
6,647
– – ﹤0.01% 315
2024
Q2 		$516K Hold
6,647
– – ﹤0.01% 323
2024
Q1 		$477K Sell
6,647
-64
-1% -$4.42K ﹤0.01% 326
2023
Q4 		$471K Hold
6,711
– – ﹤0.01% 344
2023
Q3 		$434K Buy
6,711
+696
+12% +$48.3K ﹤0.01% 344
2023
Q2 		$423K Sell
6,015
-250
-4% -$17.9K ﹤0.01% 338
2023
Q1 		$436K Sell
6,265
-5,875
-48% -$396K ﹤0.01% 337
2022
Q4 		$867K Hold
12,140
– – 0.01% 313
2022
Q3 		$826K Sell
12,140
-2,000
-14% -$152K 0.01% 309
2022
Q2 		$1.01M Buy
14,140
+4,755
+51% +$349K 0.01% 314
2022
Q1 		$681K Sell
9,385
-100
-1% -$6.77K 0.01% 322
2021
Q4 		$650K Sell
9,485
-1,594
-14% -$102K ﹤0.01% 326
2021
Q3 		$687K Buy
11,079
+999
+10% +$64.3K 0.01% 313
2021
Q2 		$610K Sell
10,080
-1
-0% -$64 0.01% 319
2021
Q1 		$627K Sell
10,081
-512
-5% -$30.7K 0.01% 309
2020
Q4 		$651K Buy
10,593
+3,833
+57% +$230K 0.01% 298
2020
Q3 		$367K Buy
6,760
+1,100
+19% +$58.8K ﹤0.01% 306
2020
Q2 		$293K Hold
5,660
– – ﹤0.01% 304
2020
Q1 		$306K Sell
5,660
-1,408
-20% -$89.2K ﹤0.01% 302
2019
Q4 		$450K Sell
7,068
-700
-9% -$43.4K 0.01% 308
2019
Q3 		$480K Buy
7,768
+29
+0.4% +$1.68K 0.01% 312
2019
Q2 		$428K Buy
7,739
+125
+2% +$6.69K 0.01% 322
2019
Q1 		$393K Sell
7,614
-572
-7% -$28K 0.01% 327
2018
Q4 		$360K Buy
8,186
+150
+2% +$6.82K 0.01% 337
2018
Q3 		$350K Sell
8,036
-1,340
-14% -$61.8K ﹤0.01% 345
2018
Q2 		$434K Sell
9,376
-3
-0% -$134 0.01% 338
2018
Q1 		$419K Sell
9,379
-1,305
-12% -$57.9K 0.01% 351
2017
Q4 		$514K Buy
10,684
+850
+9% +$43.3K 0.01% 342
2017
Q3 		$483K Buy
9,834
+559
+6% +$27.1K 0.01% 356
2017
Q2 		$444K Sell
9,275
-200
-2% -$10K 0.01% 233
2017
Q1 		$472K Buy
9,475
+275
+3% +$13.6K 0.01% 224
2016
Q4 		$453K Buy
9,200
+200
+2% +$9.83K 0.01% 223
2016
Q3 		$462K Hold
9,000
– – 0.01% 192
2016
Q2 		$483K Sell
9,000
-2,035
-18% -$102K 0.01% 196
2016
Q1 		$571K Sell
11,035
-375
-3% -$18.3K 0.01% 189
2015
Q4 		$534K Sell
11,410
-780
-6% -$35.4K 0.01% 197
2015
Q3 		$545K Buy
12,190
+6
+0% +$263 0.01% 185
2015
Q2 		$511K Sell
12,184
-47,267
-80% -$2.06M 0.01% 197
2015
Q1 		$2.63M Buy
59,451
+3,530
+6% +$168K 0.06% 162
2014
Q4 		$2.75M Buy
55,921
+5,468
+11% +$258K 0.07% 157
2014
Q3 		$2.2M Buy
50,453
+3,238
+7% +$142K 0.06% 164
2014
Q2 		$2.14M Buy
47,215
+1,479
+3% +$65.4K 0.05% 170
2014
Q1 		$2.01M Sell
45,736
-2,325
-5% -$97.4K 0.05% 169
2013
Q4 		$1.98M Buy
48,061
+4,116
+9% +$170K 0.05% 161
2013
Q3 		$1.81M Buy
43,945
+3,750
+9% +$162K 0.05% 158
2013
Q2 		$1.77M Buy
+40,195
New +$1.85M 0.05% 155

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

Congress Asset Management's SO Position: Q2 2026 in Review

Congress Asset Management reduced its Southern Company (SO) stake by 0.46% in Q2 2026, selling an estimated $2.35K and leaving 5,411 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Congress Asset Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.75M in Q4 2014. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Congress Asset Management held 5,411 shares of Southern Company worth $518K as of Q2 2026.
  • Congress Asset Management sold 25 Southern Company shares in Q2 2026, an estimated $2.35K.
  • Southern Company made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #329 holding.
  • Congress Asset Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Congress Asset Management's Southern Company position peaked at $2.75M in Q4 2014.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.