Court Place Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $803K | Sell |
8,477
-300
| -3% | -$28K | 0.24% | 76 |
|
|
2025
Q2 | $806K | Hold |
8,777
| – | – | 0.25% | 73 |
|
|
2025
Q1 | $807K | Sell |
8,777
-223
| -2% | -$19.3K | 0.27% | 73 |
|
|
2024
Q4 | $741K | Sell |
9,000
-1,279
| -12% | -$112K | 0.24% | 77 |
|
|
2024
Q3 | $927K | Sell |
10,279
-500
| -5% | -$42.7K | 0.27% | 76 |
|
|
2024
Q2 | $836K | Buy |
10,779
+500
| +5% | +$37.9K | 0.26% | 76 |
|
|
2024
Q1 | $737K | Sell |
10,279
-500
| -5% | -$34.5K | 0.24% | 80 |
|
|
2023
Q4 | $756K | Sell |
10,779
-373
| -3% | -$25.6K | 0.25% | 81 |
|
|
2023
Q3 | $722K | Hold |
11,152
| – | – | 0.26% | 82 |
|
|
2023
Q2 | $783K | Sell |
11,152
-400
| -3% | -$28.7K | 0.27% | 74 |
|
|
2023
Q1 | $804K | Sell |
11,552
-1,200
| -9% | -$80.8K | 0.29% | 77 |
|
|
2022
Q4 | $911K | Sell |
12,752
-432
| -3% | -$28.9K | 0.33% | 75 |
|
|
2022
Q3 | $896K | Sell |
13,184
-150
| -1% | -$11.4K | 0.36% | 69 |
|
|
2022
Q2 | $951K | Buy |
13,334
+232
| +2% | +$17K | 0.36% | 71 |
|
|
2022
Q1 | $950K | Sell |
13,102
-200
| -2% | -$13.5K | 0.31% | 77 |
|
|
2021
Q4 | $912K | Sell |
13,302
-500
| -4% | -$31.9K | 0.25% | 85 |
|
|
2021
Q3 | $855K | Sell |
13,802
-800
| -5% | -$51.5K | 0.25% | 85 |
|
|
2021
Q2 | $884K | Sell |
14,602
-200
| -1% | -$12.8K | 0.26% | 86 |
|
|
2021
Q1 | $920K | Sell |
14,802
-150
| -1% | -$8.98K | 0.29% | 81 |
|
|
2020
Q4 | $918K | Sell |
14,952
-300
| -2% | -$18K | 0.31% | 79 |
|
|
2020
Q3 | $827K | Sell |
15,252
-100
| -0.7% | -$5.34K | 0.31% | 77 |
|
|
2020
Q2 | $796K | Hold |
15,352
| – | – | 0.31% | 74 |
|
|
2020
Q1 | $831K | Buy |
15,352
+100
| +0.7% | +$6.33K | 0.37% | 69 |
|
|
2019
Q4 | $972K | Sell |
15,252
-100
| -0.7% | -$6.2K | 0.35% | 73 |
|
|
2019
Q3 | $948K | Sell |
15,352
-562
| -4% | -$32.6K | 0.37% | 69 |
|
|
2019
Q2 | $880K | Sell |
15,914
-1,050
| -6% | -$56.2K | 0.35% | 72 |
|
|
2019
Q1 | $877K | Buy |
16,964
+2
| +0% | +$98 | 0.35% | 69 |
|
|
2018
Q4 | $745K | Buy |
16,962
+301
| +2% | +$13.7K | 0.34% | 71 |
|
|
2018
Q3 | $726K | Buy |
16,661
+51
| +0.3% | +$2.35K | 0.28% | 84 |
|
|
2018
Q2 | $769K | Sell |
16,610
-1,198
| -7% | -$53.6K | 0.32% | 71 |
|
|
2018
Q1 | $795K | Buy |
17,808
+652
| +4% | +$28.9K | 0.33% | 70 |
|
|
2017
Q4 | $825K | Buy |
17,156
+5
| +0% | +$255 | 0.34% | 70 |
|
|
2017
Q3 | $843K | Buy |
17,151
+456
| +3% | +$22.1K | 0.38% | 67 |
|
|
2017
Q2 | $799K | Sell |
16,695
-395
| -2% | -$19.8K | 0.38% | 67 |
|
|
2017
Q1 | $851K | Buy |
17,090
+262
| +2% | +$12.9K | 0.42% | 64 |
|
|
2016
Q4 | $828K | Buy |
16,828
+6,475
| +63% | +$318K | 0.43% | 61 |
|
|
2016
Q3 | $531K | Buy |
10,353
+873
| +9% | +$46K | 0.3% | 78 |
|
|
2016
Q2 | $508K | Hold |
9,480
| – | – | 0.29% | 78 |
|
|
2016
Q1 | $490K | Sell |
9,480
-300
| -3% | -$14.6K | 0.3% | 74 |
|
|
2015
Q4 | $458K | Sell |
9,780
-400
| -4% | -$18.1K | 0.29% | 72 |
|
|
2015
Q3 | $455K | Hold |
10,180
| – | – | 0.31% | 74 |
|
|
2015
Q2 | $427K | Sell |
10,180
-200
| -2% | -$8.71K | 0.27% | 83 |
|
|
2015
Q1 | $460K | Hold |
10,380
| – | – | 0.29% | 82 |
|
|
2014
Q4 | $510K | Buy |
10,380
+30
| +0.3% | +$1.42K | 0.33% | 72 |
|
|
2014
Q3 | $452K | Hold |
10,350
| – | – | 0.31% | 72 |
|
|
2014
Q2 | $470K | Buy |
10,350
+600
| +6% | +$26.5K | 0.33% | 73 |
|
|
2014
Q1 | $428K | Hold |
9,750
| – | – | 0.31% | 73 |
|
|
2013
Q4 | $401K | Buy |
+9,750
| New | +$402K | 0.31% | 72 |
|
Other funds holding SO
Court Place Advisors's SO Position: Q3 2025 in Review
Court Place Advisors reduced its Southern Company (SO) stake by 3.4% in Q3 2025, selling an estimated $28K and leaving 8,477 shares worth $803K. The position accounts for 0.24% of the portfolio, ranked #76.
Court Place Advisors first reported a position in SO in Q4 2013 and has held it in 48 quarters since. The position peaked at $972K in Q4 2019. 2,216 funds tracked by Wall St. Rank hold SO as of Q3 2025.
- Court Place Advisors held 8,477 shares of Southern Company worth $803K as of Q3 2025.
- Court Place Advisors sold 300 Southern Company shares in Q3 2025, an estimated $28K.
- Southern Company made up 0.24% of Court Place Advisors's portfolio in Q3 2025, its #76 holding.
- Court Place Advisors first reported a position in Southern Company in Q4 2013 and has held it in 48 quarters since.
- Court Place Advisors's Southern Company position peaked at $972K in Q4 2019.
- 2,216 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.
Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.