First Command Advisory 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
Q2
$192K Sell
2,009
-5,231
-72% -$492K ﹤0.01% 200
2026
Q1
$699K Buy
7,240
+281
+4% +$26K ﹤0.01% 112
2025
Q4
$607K Buy
6,959
+494
+8% +$45.1K ﹤0.01% 118
2025
Q3
$613K Sell
6,465
-883
-12% -$82.4K ﹤0.01% 118
2025
Q2
$675K Sell
7,348
-30
-0.4% -$2.69K 0.01% 101
2025
Q1
$678K Sell
7,378
-1,634
-18% -$141K 0.01% 101
2024
Q4
$742K Sell
9,012
-400
-4% -$35.1K 0.01% 93
2024
Q3
$849K Buy
9,412
+1,428
+18% +$122K 0.01% 87
2024
Q2
$619K Sell
7,984
-202
-2% -$15.3K 0.01% 92
2024
Q1
$587K Sell
8,186
-159
-2% -$11K 0.01% 94
2023
Q4
$585K Sell
8,345
-25
-0.3% -$1.72K 0.01% 91
2023
Q3
$542K Buy
+8,370
New +$581K 0.01% 89
2023
Q1
Sell
-81
Closed 238
2022
Q4
$0 Buy
+81
New +$5.42K ﹤0.01% 197
2018
Q2
Sell
-6
Closed -$1K 39
2018
Q1
$1K Sell
6
-14
-70% -$622 ﹤0.01% 24
2017
Q4
$1K Buy
+20
New +$1.02K ﹤0.01% 37

Other funds holding SO

First Command Advisory Services's SO Position: Q2 2026 in Review

First Command Advisory Services reduced its Southern Company (SO) stake by 72% in Q2 2026, selling an estimated $492K and leaving 2,009 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

First Command Advisory Services first reported a position in SO in Q4 2017 and has held it in 15 quarters since. The position peaked at $849K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • First Command Advisory Services held 2,009 shares of Southern Company worth $192K as of Q2 2026.
  • First Command Advisory Services sold 5,231 Southern Company shares in Q2 2026, an estimated $492K.
  • Southern Company made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #200 holding.
  • First Command Advisory Services first reported a position in Southern Company in Q4 2017 and has held it in 15 quarters since.
  • First Command Advisory Services's Southern Company position peaked at $849K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.