CX Institutional’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 | $2.03M | Sell |
21,222
-1,824
| -8% | -$172K | 0.06% | 251 |
|
|
2026
Q1 | $2.22M | Sell |
23,046
-407
| -2% | -$37.6K | 0.07% | 239 |
|
|
2025
Q4 | $2.04M | Sell |
23,453
-1,817
| -7% | -$166K | 0.06% | 199 |
|
|
2025
Q3 | $2.4M | Buy |
25,270
+16,893
| +202% | +$1.58M | 0.07% | 189 |
|
|
2025
Q2 | $769K | Buy |
8,377
+268
| +3% | +$24.1K | 0.03% | 307 |
|
|
2025
Q1 | $746K | Buy |
8,109
+634
| +8% | +$54.9K | 0.03% | 310 |
|
|
2024
Q4 | $615K | Buy |
7,475
+1,050
| +16% | +$92.1K | 0.02% | 314 |
|
|
2024
Q3 | $579K | Buy |
6,425
+70
| +1% | +$5.98K | 0.03% | 348 |
|
|
2024
Q2 | $493K | Buy |
6,355
+176
| +3% | +$13.3K | 0.02% | 372 |
|
|
2024
Q1 | $443K | Sell |
6,179
-191
| -3% | -$13.2K | 0.02% | 378 |
|
|
2023
Q4 | $447K | Sell |
6,370
-727
| -10% | -$49.9K | 0.02% | 339 |
|
|
2023
Q3 | $459K | Sell |
7,097
-107
| -1% | -$7.43K | 0.03% | 341 |
|
|
2023
Q2 | $506K | Buy |
7,204
+241
| +3% | +$17.3K | 0.03% | 346 |
|
|
2023
Q1 | $481K | Buy |
6,963
+821
| +13% | +$55.3K | 0.03% | 349 |
|
|
2022
Q4 | $439K | Buy |
6,142
+2,823
| +85% | +$189K | 0.03% | 384 |
|
|
2022
Q3 | $226K | Sell |
3,319
-105
| -3% | -$7.95K | 0.02% | 434 |
|
|
2022
Q2 | $244K | Buy |
3,424
+552
| +19% | +$40.5K | 0.02% | 407 |
|
|
2022
Q1 | $208K | Buy |
+2,872
| New | +$195K | 0.02% | 354 |
|
|
2021
Q4 | – | Sell |
-2,420
| Closed | -$150K | – | 815 |
|
|
2021
Q3 | $150K | Buy |
2,420
+530
| +28% | +$34.1K | 0.01% | 388 |
|
|
2021
Q2 | $114K | Buy |
1,890
+215
| +13% | +$13.8K | 0.01% | 421 |
|
|
2021
Q1 | $104K | Buy |
1,675
+192
| +13% | +$11.5K | 0.01% | 376 |
|
|
2020
Q4 | $91K | Sell |
1,483
-1,346
| -48% | -$80.9K | 0.01% | 377 |
|
|
2020
Q3 | $153K | Sell |
2,829
-29,249
| -91% | -$1.56M | 0.02% | 277 |
|
|
2020
Q2 | $1.67M | Buy |
32,078
+8,015
| +33% | +$446K | 0.22% | 125 |
|
|
2020
Q1 | $1.3M | Buy |
24,063
+23,665
| +5,946% | +$1.5M | 0.21% | 120 |
|
|
2019
Q4 | $25K | Sell |
398
-46
| -10% | -$2.85K | ﹤0.01% | 329 |
|
|
2019
Q3 | $27K | Buy |
444
+22
| +5% | +$1.27K | ﹤0.01% | 346 |
|
|
2019
Q2 | $23K | Sell |
422
-3,060
| -88% | -$164K | ﹤0.01% | 394 |
|
|
2019
Q1 | $180K | Buy |
+3,482
| New | +$171K | 0.03% | 218 |
|
|
2018
Q3 | – | Sell |
-127
| Closed | -$6K | – | 355 |
|
|
2018
Q2 | $6K | Buy |
+127
| New | +$5.68K | ﹤0.01% | 258 |
|
Other funds holding SO
CX Institutional's SO Position: Q2 2026 in Review
CX Institutional reduced its Southern Company (SO) stake by 7.9% in Q2 2026, selling an estimated $172K and leaving 21,222 shares worth $2.03M. The position accounts for 0.06% of the portfolio, ranked #251.
CX Institutional first reported a position in SO in Q2 2018 and has held it in 30 quarters since. The position peaked at $2.4M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- CX Institutional held 21,222 shares of Southern Company worth $2.03M as of Q2 2026.
- CX Institutional sold 1,824 Southern Company shares in Q2 2026, an estimated $172K.
- Southern Company made up 0.06% of CX Institutional's portfolio in Q2 2026, its #251 holding.
- CX Institutional first reported a position in Southern Company in Q2 2018 and has held it in 30 quarters since.
- CX Institutional's Southern Company position peaked at $2.4M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.