Evercore Wealth Management’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 | $844K | Sell |
8,817
-85
| -1% | -$8K | 0.01% | 235 |
|
|
2026
Q1 | $859K | Hold |
8,902
| – | – | 0.01% | 231 |
|
|
2025
Q4 | $776K | Sell |
8,902
-841
| -9% | -$76.8K | 0.01% | 241 |
|
|
2025
Q3 | $923K | Sell |
9,743
-1,025
| -10% | -$95.7K | 0.01% | 227 |
|
|
2025
Q2 | $989K | Sell |
10,768
-1,648
| -13% | -$148K | 0.02% | 215 |
|
|
2025
Q1 | $1.14M | Sell |
12,416
-28
| -0.2% | -$2.42K | 0.02% | 211 |
|
|
2024
Q4 | $1.02M | Sell |
12,444
-111
| -0.9% | -$9.74K | 0.02% | 215 |
|
|
2024
Q3 | $1.13M | Sell |
12,555
-400
| -3% | -$34.2K | 0.02% | 211 |
|
|
2024
Q2 | $1M | Hold |
12,955
| – | – | 0.02% | 215 |
|
|
2024
Q1 | $929K | Sell |
12,955
-745
| -5% | -$51.4K | 0.01% | 220 |
|
|
2023
Q4 | $961K | Sell |
13,700
-215
| -2% | -$14.8K | 0.02% | 220 |
|
|
2023
Q3 | $901K | Sell |
13,915
-1,225
| -8% | -$85K | 0.02% | 219 |
|
|
2023
Q2 | $1.06M | Sell |
15,140
-1,991
| -12% | -$143K | 0.02% | 213 |
|
|
2023
Q1 | $1.19M | Buy |
17,131
+1,946
| +13% | +$131K | 0.02% | 195 |
|
|
2022
Q4 | $1.08M | Sell |
15,185
-1,829
| -11% | -$122K | 0.02% | 201 |
|
|
2022
Q3 | $1.16M | Sell |
17,014
-569
| -3% | -$43.1K | 0.03% | 186 |
|
|
2022
Q2 | $1.25M | Sell |
17,583
-500
| -3% | -$36.7K | 0.03% | 185 |
|
|
2022
Q1 | $1.31M | Sell |
18,083
-855
| -5% | -$57.9K | 0.02% | 199 |
|
|
2021
Q4 | $1.3M | Sell |
18,938
-5
| -0% | -$319 | 0.02% | 203 |
|
|
2021
Q3 | $1.17M | Sell |
18,943
-20
| -0.1% | -$1.29K | 0.02% | 206 |
|
|
2021
Q2 | $1.15M | Sell |
18,963
-3,968
| -17% | -$254K | 0.02% | 214 |
|
|
2021
Q1 | $1.43M | Sell |
22,931
-260
| -1% | -$15.6K | 0.03% | 192 |
|
|
2020
Q4 | $1.43M | Buy |
23,191
+334
| +1% | +$20.1K | 0.03% | 184 |
|
|
2020
Q3 | $1.24M | Sell |
22,857
-1,792
| -7% | -$95.8K | 0.03% | 177 |
|
|
2020
Q2 | $1.28M | Sell |
24,649
-433
| -2% | -$24.1K | 0.03% | 172 |
|
|
2020
Q1 | $1.36M | Sell |
25,082
-202
| -0.8% | -$12.8K | 0.04% | 159 |
|
|
2019
Q4 | $1.61M | Sell |
25,284
-2,777
| -10% | -$172K | 0.04% | 172 |
|
|
2019
Q3 | $1.73M | Sell |
28,061
-933
| -3% | -$54.1K | 0.05% | 161 |
|
|
2019
Q2 | $1.6M | Buy |
28,994
+7,958
| +38% | +$426K | 0.05% | 164 |
|
|
2019
Q1 | $1.09M | Sell |
21,036
-832
| -4% | -$40.8K | 0.04% | 191 |
|
|
2018
Q4 | $961K | Sell |
21,868
-1,823
| -8% | -$82.9K | 0.04% | 178 |
|
|
2018
Q3 | $1.03M | Buy |
23,691
+1,171
| +5% | +$54K | 0.03% | 194 |
|
|
2018
Q2 | $1.04M | Buy |
22,520
+10,537
| +88% | +$472K | 0.04% | 192 |
|
|
2018
Q1 | $535K | Sell |
11,983
-610
| -5% | -$27.1K | 0.02% | 238 |
|
|
2017
Q4 | $606K | Buy |
12,593
+750
| +6% | +$38.2K | 0.02% | 234 |
|
|
2017
Q3 | $582K | Sell |
11,843
-825
| -7% | -$40K | 0.02% | 235 |
|
|
2017
Q2 | $607K | Sell |
12,668
-6,061
| -32% | -$304K | 0.02% | 234 |
|
|
2017
Q1 | $932K | Sell |
18,729
-382
| -2% | -$18.9K | 0.04% | 185 |
|
|
2016
Q4 | $940K | Buy |
19,111
+1,182
| +7% | +$58.1K | 0.04% | 183 |
|
|
2016
Q3 | $920K | Buy |
17,929
+810
| +5% | +$42.7K | 0.04% | 185 |
|
|
2016
Q2 | $918K | Buy |
17,119
+772
| +5% | +$38.8K | 0.04% | 181 |
|
|
2016
Q1 | $845K | Buy |
16,347
+4,276
| +35% | +$208K | 0.04% | 189 |
|
|
2015
Q4 | $565K | Buy |
12,071
+657
| +6% | +$29.8K | 0.03% | 238 |
|
|
2015
Q3 | $508K | Sell |
11,414
-712
| -6% | -$31.2K | 0.02% | 253 |
|
|
2015
Q2 | $509K | Sell |
12,126
-385
| -3% | -$16.8K | 0.02% | 270 |
|
|
2015
Q1 | $554K | Buy |
12,511
+2,512
| +25% | +$119K | 0.03% | 260 |
|
|
2014
Q4 | $491K | Sell |
9,999
-2,465
| -20% | -$116K | 0.02% | 242 |
|
|
2014
Q3 | $544K | Sell |
12,464
-1,000
| -7% | -$43.9K | 0.03% | 253 |
|
|
2014
Q2 | $611K | Buy |
13,464
+414
| +3% | +$18.3K | 0.03% | 244 |
|
|
2014
Q1 | $574K | Buy |
13,050
+7,000
| +116% | +$293K | 0.03% | 244 |
|
|
2013
Q4 | $249K | Sell |
6,050
-2,200
| -27% | -$90.8K | 0.01% | 344 |
|
|
2013
Q3 | $340K | Sell |
8,250
-900
| -10% | -$38.8K | 0.02% | 329 |
|
|
2013
Q2 | $403K | Buy |
+9,150
| New | +$421K | 0.02% | 307 |
|
Other funds holding SO
Evercore Wealth Management's SO Position: Q2 2026 in Review
Evercore Wealth Management reduced its Southern Company (SO) stake by 0.95% in Q2 2026, selling an estimated $8K and leaving 8,817 shares worth $844K. The position accounts for 0.01% of the portfolio, ranked #235.
Evercore Wealth Management first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.73M in Q3 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Evercore Wealth Management held 8,817 shares of Southern Company worth $844K as of Q2 2026.
- Evercore Wealth Management sold 85 Southern Company shares in Q2 2026, an estimated $8K.
- Southern Company made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #235 holding.
- Evercore Wealth Management first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Evercore Wealth Management's Southern Company position peaked at $1.73M in Q3 2019.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.