EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $47M | Buy |
491,161
+106,017
| +28% | +$9.98M | 0.18% | 92 |
|
|
2026
Q1 | $37.2M | Sell |
385,144
-5,736
| -1% | -$531K | 0.18% | 90 |
|
|
2025
Q4 | $34.1M | Buy |
+390,880
| New | +$35.7M | 0.18% | 90 |
|
|
2025
Q2 | $33.3M | Buy |
362,559
+15,744
| +5% | +$1.41M | 0.22% | 79 |
|
|
2025
Q1 | $31.9M | Buy |
346,815
+3,182
| +0.9% | +$275K | 0.25% | 76 |
|
|
2024
Q4 | $28.3M | Sell |
343,633
-11,248
| -3% | -$987K | 0.23% | 82 |
|
|
2024
Q3 | $32M | Buy |
354,881
+2,326
| +0.7% | +$199K | 0.28% | 73 |
|
|
2024
Q2 | $27.3M | Sell |
352,555
-8,199
| -2% | -$621K | 0.29% | 75 |
|
|
2024
Q1 | $25.9M | Sell |
360,754
-170,725
| -32% | -$11.8M | 0.3% | 75 |
|
|
2023
Q4 | $37.3M | Buy |
531,479
+28,376
| +6% | +$1.95M | 0.48% | 59 |
|
|
2023
Q3 | $32.6M | Buy |
503,103
+311,103
| +162% | +$21.6M | 0.51% | 55 |
|
|
2023
Q2 | $34.1M | Buy |
192,000
+185,327
| +2,777% | +$13.3M | 0.49% | 50 |
|
|
2023
Q1 | $1.03M | Sell |
6,673
-409,532
| -98% | -$27.6M | 0.02% | 299 |
|
|
2022
Q4 | $29.7M | Buy |
+416,205
| New | +$27.8M | 0.54% | 50 |
|
|
2022
Q3 | – | Sell |
-12,280
| Closed | -$876K | – | 594 |
|
|
2022
Q2 | $876K | Sell |
12,280
-2,599
| -17% | -$191K | 0.02% | 275 |
|
|
2022
Q1 | $1.08M | Sell |
14,879
-485
| -3% | -$32.8K | 0.02% | 262 |
|
|
2021
Q4 | $1.05M | Buy |
15,364
+2
| +0% | +$128 | 0.02% | 252 |
|
|
2021
Q3 | $952K | Sell |
15,362
-3,472
| -18% | -$224K | 0.03% | 246 |
|
|
2021
Q2 | $1.14M | Buy |
18,834
+527
| +3% | +$33.7K | 0.03% | 234 |
|
|
2021
Q1 | $1.14M | Buy |
18,307
+1,817
| +11% | +$109K | 0.04% | 216 |
|
|
2020
Q4 | $1.01M | Sell |
16,490
-1,151
| -7% | -$69.2K | 0.04% | 187 |
|
|
2020
Q3 | $956K | Sell |
17,641
-1,728
| -9% | -$92.4K | 0.04% | 164 |
|
|
2020
Q2 | $1M | Sell |
19,369
-2,815
| -13% | -$156K | 0.04% | 174 |
|
|
2020
Q1 | $1.2M | Buy |
22,184
+2,913
| +15% | +$185K | 0.06% | 152 |
|
|
2019
Q4 | $1.23M | Sell |
19,271
-1,290
| -6% | -$79.9K | 0.05% | 167 |
|
|
2019
Q3 | $1.27M | Buy |
20,561
+3,177
| +18% | +$184K | 0.06% | 128 |
|
|
2019
Q2 | $961K | Buy |
17,384
+390
| +2% | +$20.9K | 0.06% | 132 |
|
|
2019
Q1 | $878K | Buy |
16,994
+2,096
| +14% | +$103K | 0.08% | 125 |
|
|
2018
Q4 | $654K | Sell |
14,898
-661
| -4% | -$30K | 0.05% | 153 |
|
|
2018
Q3 | $678K | Buy |
+15,559
| New | +$717K | 0.05% | 151 |
|
Other funds holding SO
EP Wealth Advisors's SO Position: Q2 2026 in Review
EP Wealth Advisors increased its Southern Company (SO) stake by 28% in Q2 2026, buying an estimated $9.98M and bringing the position to 491,161 shares worth $47M. The position accounts for 0.18% of the portfolio, ranked #92.
EP Wealth Advisors first reported a position in SO in Q3 2018 and has held it in 30 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- EP Wealth Advisors held 491,161 shares of Southern Company worth $47M as of Q2 2026.
- EP Wealth Advisors bought 106,017 Southern Company shares in Q2 2026, an estimated $9.98M.
- Southern Company made up 0.18% of EP Wealth Advisors's portfolio in Q2 2026, its #92 holding.
- EP Wealth Advisors first reported a position in Southern Company in Q3 2018 and has held it in 30 quarters since.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.