Essex Financial Services’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
Q1 | $3.82M | Sell |
39,629
-505
| -1% | -$46.7K | 0.21% | 103 |
|
|
2025
Q4 | $3.5M | Buy |
40,134
+831
| +2% | +$75.9K | 0.2% | 108 |
|
|
2025
Q3 | $3.72M | Buy |
39,303
+78
| +0.2% | +$7.28K | 0.22% | 95 |
|
|
2025
Q2 | $3.6M | Sell |
39,225
-629
| -2% | -$56.5K | 0.24% | 89 |
|
|
2025
Q1 | $3.66M | Sell |
39,854
-2,334
| -6% | -$202K | 0.26% | 88 |
|
|
2024
Q4 | $3.47M | Buy |
42,188
+1,566
| +4% | +$137K | 0.25% | 89 |
|
|
2024
Q3 | $3.78M | Sell |
40,622
-3,820
| -9% | -$326K | 0.27% | 83 |
|
|
2024
Q2 | $3.84M | Buy |
44,442
+10,106
| +29% | +$766K | 0.29% | 78 |
|
|
2024
Q1 | $2.46M | Sell |
34,336
-1,156
| -3% | -$79.8K | 0.23% | 94 |
|
|
2023
Q4 | $2.49M | Sell |
35,492
-508
| -1% | -$34.9K | 0.26% | 87 |
|
|
2023
Q3 | $2.33M | Buy |
36,000
+2,471
| +7% | +$171K | 0.27% | 80 |
|
|
2023
Q2 | $2.36M | Sell |
33,529
-207
| -0.6% | -$14.8K | 0.27% | 81 |
|
|
2023
Q1 | $2.35M | Sell |
33,736
-60
| -0.2% | -$4.04K | 0.25% | 95 |
|
|
2022
Q4 | $2.41M | Sell |
33,796
-1,051
| -3% | -$70.3K | 0.26% | 94 |
|
|
2022
Q3 | $2.37M | Buy |
34,847
+503
| +1% | +$38.1K | 0.28% | 84 |
|
|
2022
Q2 | $2.45M | Sell |
34,344
-72
| -0.2% | -$5.29K | 0.27% | 90 |
|
|
2022
Q1 | $2.5M | Buy |
34,416
+2,116
| +7% | +$143K | 0.24% | 101 |
|
|
2021
Q4 | $2.21M | Sell |
32,300
-1,140
| -3% | -$72.7K | 0.22% | 101 |
|
|
2021
Q3 | $2.07M | Buy |
33,440
+4,646
| +16% | +$299K | 0.24% | 97 |
|
|
2021
Q2 | $1.79M | Hold |
28,794
| – | – | 0.26% | 92 |
|
|
2021
Q1 | $1.79M | Buy |
28,794
+2,007
| +7% | +$120K | 0.32% | 79 |
|
|
2020
Q4 | $1.65M | Buy |
26,787
+2,290
| +9% | +$138K | 0.33% | 78 |
|
|
2020
Q3 | $1.33M | Buy |
24,497
+6,200
| +34% | +$331K | 0.33% | 68 |
|
|
2020
Q2 | $949K | Buy |
18,297
+189
| +1% | +$10.5K | 0.29% | 83 |
|
|
2020
Q1 | $980K | Sell |
18,108
-580
| -3% | -$36.7K | 0.35% | 75 |
|
|
2019
Q4 | $1.19M | Hold |
18,688
| – | – | 0.33% | 73 |
|
|
2019
Q3 | $1.15M | Sell |
18,688
-776
| -4% | -$45K | 0.37% | 74 |
|
|
2019
Q2 | $1.08M | Sell |
19,464
-300
| -2% | -$16.1K | 0.32% | 76 |
|
|
2019
Q1 | $1.02M | Buy |
19,764
+295
| +2% | +$14.5K | 0.31% | 77 |
|
|
2018
Q4 | $855K | Sell |
19,469
-6,263
| -24% | -$285K | 0.26% | 85 |
|
|
2018
Q3 | $1.12M | Sell |
25,732
-867
| -3% | -$40K | 0.25% | 93 |
|
|
2018
Q2 | $1.23M | Buy |
26,599
+1,854
| +7% | +$83K | 0.3% | 79 |
|
|
2018
Q1 | $1.1M | Sell |
24,745
-21,409
| -46% | -$950K | 0.22% | 109 |
|
|
2017
Q4 | $2.22M | Sell |
46,154
-1,386
| -3% | -$70.6K | 0.53% | 51 |
|
|
2017
Q3 | $2.34M | Sell |
47,540
-1,860
| -4% | -$90.2K | 0.57% | 44 |
|
|
2017
Q2 | $2.37M | Sell |
49,400
-4,687
| -9% | -$235K | 0.5% | 51 |
|
|
2017
Q1 | $2.69M | Sell |
54,087
-2,774
| -5% | -$137K | 0.62% | 43 |
|
|
2016
Q4 | $2.8M | Sell |
56,861
-886
| -2% | -$43.5K | 0.6% | 44 |
|
|
2016
Q3 | $2.96M | Buy |
57,747
+330
| +0.6% | +$17.4K | 0.71% | 38 |
|
|
2016
Q2 | $3.08M | Sell |
57,417
-1,878
| -3% | -$94.4K | 0.74% | 33 |
|
|
2016
Q1 | $3.07M | Sell |
59,295
-1,599
| -3% | -$77.9K | 0.76% | 36 |
|
|
2015
Q4 | $2.85M | Sell |
60,894
-883
| -1% | -$40K | 0.68% | 40 |
|
|
2015
Q3 | $2.76M | Buy |
61,777
+1,882
| +3% | +$82.6K | 0.72% | 38 |
|
|
2015
Q2 | $2.51M | Sell |
59,895
-430
| -0.7% | -$18.7K | 0.65% | 43 |
|
|
2015
Q1 | $2.67M | Sell |
60,325
-3,096
| -5% | -$147K | 0.69% | 41 |
|
|
2014
Q4 | $3.12M | Buy |
63,421
+22,951
| +57% | +$1.08M | 0.81% | 34 |
|
|
2014
Q3 | $1.77M | Sell |
40,470
-523
| -1% | -$23K | 0.53% | 48 |
|
|
2014
Q2 | $1.86M | Sell |
40,993
-5,417
| -12% | -$240K | 0.56% | 41 |
|
|
2014
Q1 | $2.04M | Sell |
46,410
-1,286
| -3% | -$53.9K | 0.67% | 33 |
|
|
2013
Q4 | $1.96M | Sell |
47,696
-6,181
| -11% | -$255K | 0.66% | 35 |
|
|
2013
Q3 | $2.22K | Sell |
53,877
-9,114
| -14% | -$393K | 0.7% | 32 |
|
|
2013
Q2 | $2.78M | Buy |
+62,991
| New | +$2.9M | 0.97% | 24 |
|
Other funds holding SO
VCM
VPM
Essex Financial Services's SO Position: Q1 2026 in Review
Essex Financial Services reduced its Southern Company (SO) stake by 1.3% in Q1 2026, selling an estimated $46.7K and leaving 39,629 shares worth $3.82M. The position accounts for 0.21% of the portfolio, ranked #103.
Essex Financial Services first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.84M in Q2 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Essex Financial Services held 39,629 shares of Southern Company worth $3.82M as of Q1 2026.
- Essex Financial Services sold 505 Southern Company shares in Q1 2026, an estimated $46.7K.
- Southern Company made up 0.21% of Essex Financial Services's portfolio in Q1 2026, its #103 holding.
- Essex Financial Services first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Essex Financial Services's Southern Company position peaked at $3.84M in Q2 2024.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.