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CoreCap Advisors’s Southern Company SO Stock Holding History

CoreCap Advisors’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 		$1.02M Sell
12,347
-207
-2% -$18.9K 0.03% 376
2026
Q2 		$1.2M Buy
12,554
+923
+8% +$86.9K 0.04% 350
2026
Q1 		$1.12M Buy
11,631
+358
+3% +$33.1K 0.04% 346
2025
Q4 		$983K Buy
11,273
+63
+0.6% +$5.75K 0.03% 373
2025
Q3 		$1.06M Buy
11,210
+1,325
+13% +$124K 0.04% 358
2025
Q2 		$908K Sell
9,885
-121
-1% -$10.9K 0.04% 370
2025
Q1 		$920K Sell
10,006
-21,315
-68% -$1.85M 0.04% 348
2024
Q4 		$2.58M Buy
31,321
+21,897
+232% +$1.92M 0.12% 173
2024
Q3 		$850K Buy
+9,424
New +$805K 0.04% 344
2024
Q2 		– Sell
-7,423
Closed -$533K – 2440
2024
Q1 		$533K Buy
7,423
+487
+7% +$33.6K 0.03% 385
2023
Q4 		$486K Sell
6,936
-550
-7% -$37.8K 0.03% 357
2023
Q3 		$484K Sell
7,486
-197
-3% -$13.7K 0.03% 326
2023
Q2 		$540K Buy
+7,683
New +$551K 0.04% 331
2022
Q4 		$609K Buy
8,531
+753
+10% +$50.3K 0.04% 316
2022
Q3 		$529K Buy
7,778
+3,402
+78% +$258K 0.04% 302
2022
Q2 		$312K Sell
4,376
-1,480
-25% -$109K 0.02% 420
2022
Q1 		$425K Buy
5,856
+181
+3% +$12.3K 0.03% 347
2021
Q4 		$389K Buy
+5,675
New +$362K 0.03% 404

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
RT
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
EB
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
TA
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

CoreCap Advisors's SO Position: Q3 2026 in Review

CoreCap Advisors reduced its Southern Company (SO) stake by 1.6% in Q3 2026, selling an estimated $18.9K and leaving 12,347 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #376.

CoreCap Advisors first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q4 2024. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • CoreCap Advisors held 12,347 shares of Southern Company worth $1.02M as of Q3 2026.
  • CoreCap Advisors sold 207 Southern Company shares in Q3 2026, an estimated $18.9K.
  • Southern Company made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #376 holding.
  • CoreCap Advisors first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Southern Company position peaked at $2.58M in Q4 2024.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.