EI
SO icon

Ethic Inc’s Southern Company SO Stock Holding History

Ethic Inc’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.07M Sell
32,103
-19,444
-38% -$1.83M 0.04% 395
2026
Q1 		$8.69M Buy
51,547
+18,918
+58% +$1.75M 0.14% 154
2025
Q4 		$2.85M Buy
32,629
+123
+0.4% +$11.2K 0.04% 381
2025
Q3 		$3.08M Buy
32,506
+1,365
+4% +$127K 0.05% 358
2025
Q2 		$2.83M Sell
31,141
-35
-0.1% -$3.14K 0.05% 350
2025
Q1 		$2.86M Buy
31,176
+4,600
+17% +$398K 0.06% 325
2024
Q4 		$2.19M Buy
26,576
+7,608
+40% +$667K 0.04% 398
2024
Q3 		$1.36M Sell
18,968
-2,817
-13% -$241K 0.03% 490
2024
Q2 		$1.69M Buy
21,785
+2,817
+15% +$213K 0.04% 431
2024
Q1 		$1.36M Sell
18,968
-1,480
-7% -$102K 0.03% 490
2023
Q4 		$1.43M Buy
20,448
+569
+3% +$39.1K 0.04% 446
2023
Q3 		$1.29M Sell
19,879
-743
-4% -$51.6K 0.05% 407
2023
Q2 		$1.45M Buy
20,622
+788
+4% +$56.5K 0.05% 371
2023
Q1 		$1.38M Buy
19,834
+360
+2% +$24.2K 0.06% 363
2022
Q4 		$1.39M Sell
19,474
-4,497
-19% -$301K 0.08% 309
2022
Q3 		$1.63M Buy
23,971
+1,811
+8% +$137K 0.11% 230
2022
Q2 		$1.58M Buy
22,160
+9,207
+71% +$676K 0.11% 238
2022
Q1 		$939K Buy
+12,953
New +$877K 0.06% 322

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Ethic Inc's SO Position: Q2 2026 in Review

Ethic Inc reduced its Southern Company (SO) stake by 38% in Q2 2026, selling an estimated $1.83M and leaving 32,103 shares worth $3.07M. The position accounts for 0.04% of the portfolio, ranked #395.

Ethic Inc first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.69M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Ethic Inc held 32,103 shares of Southern Company worth $3.07M as of Q2 2026.
  • Ethic Inc sold 19,444 Southern Company shares in Q2 2026, an estimated $1.83M.
  • Southern Company made up 0.04% of Ethic Inc's portfolio in Q2 2026, its #395 holding.
  • Ethic Inc first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • Ethic Inc's Southern Company position peaked at $8.69M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.