Creative Capital Management Investments’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
Q2
$2.49K Buy
+26
New +$2.45K ﹤0.01% 722
2025
Q3
– Sell
-161
Closed -$14.8K – 324
2025
Q2
$14.8K Buy
+161
New +$14.5K 0.01% 200
2024
Q3
– Sell
-300
Closed -$23.3K – 252
2024
Q2
$23.3K Buy
+300
New +$22.7K 0.01% 120

Other funds holding SO

Creative Capital Management Investments's SO Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Southern Company (SO) in Q2 2026: 26 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Creative Capital Management Investments previously reported a position in SO as recently as Q2 2025.

Creative Capital Management Investments first reported a position in SO in Q2 2024 and has held it in 3 quarters since. The position peaked at $23.3K in Q2 2024. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Creative Capital Management Investments held 26 shares of Southern Company worth $2.49K as of Q2 2026.
  • Southern Company was a new Creative Capital Management Investments position in Q2 2026.
  • Southern Company made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #722 holding.
  • Creative Capital Management Investments first reported a position in Southern Company in Q2 2024 and has held it in 3 quarters since.
  • Creative Capital Management Investments's Southern Company position peaked at $23.3K in Q2 2024.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.