First Horizon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.6M | Buy |
376,734
+14,389
| +4% | +$1.29M | 0.9% | 30 |
|
|
2025
Q1 | $33.3M | Buy |
362,345
+40,278
| +13% | +$3.49M | 0.94% | 28 |
|
|
2024
Q4 | $26.5M | Buy |
322,067
+7,395
| +2% | +$649K | 0.74% | 35 |
|
|
2024
Q3 | $28.4M | Buy |
314,672
+5,459
| +2% | +$466K | 0.79% | 34 |
|
|
2024
Q2 | $24M | Sell |
309,213
-3,508
| -1% | -$266K | 0.73% | 38 |
|
|
2024
Q1 | $22.4M | Buy |
312,721
+13,755
| +5% | +$950K | 0.69% | 39 |
|
|
2023
Q4 | $21M | Buy |
298,966
+1,710
| +0.6% | +$117K | 0.69% | 40 |
|
|
2023
Q3 | $19.2M | Buy |
297,256
+4,089
| +1% | +$284K | 0.7% | 40 |
|
|
2023
Q2 | $20.6M | Buy |
293,167
+4,310
| +1% | +$309K | 0.71% | 38 |
|
|
2023
Q1 | $20.1M | Buy |
288,857
+12,203
| +4% | +$822K | 0.72% | 38 |
|
|
2022
Q4 | $19.8M | Buy |
276,654
+5,653
| +2% | +$378K | 0.73% | 37 |
|
|
2022
Q3 | $18.4M | Sell |
271,001
-8,540
| -3% | -$647K | 0.74% | 37 |
|
|
2022
Q2 | $19.9M | Buy |
279,541
+155,885
| +126% | +$11.4M | 0.71% | 42 |
|
|
2022
Q1 | $8.97M | Sell |
123,656
-147,435
| -54% | -$9.99M | 0.49% | 63 |
|
|
2021
Q4 | $18.6M | Buy |
271,091
+176,298
| +186% | +$11.2M | 0.56% | 53 |
|
|
2021
Q3 | $5.87M | Buy |
94,793
+88,236
| +1,346% | +$5.68M | 0.19% | 151 |
|
|
2021
Q2 | $396K | Sell |
6,557
-626
| -9% | -$40K | 0.02% | 301 |
|
|
2021
Q1 | $445K | Sell |
7,183
-973
| -12% | -$58.3K | 0.03% | 277 |
|
|
2020
Q4 | $500K | Sell |
8,156
-428
| -5% | -$25.7K | 0.03% | 222 |
|
|
2020
Q3 | $464K | Buy |
8,584
+15
| +0.2% | +$802 | 0.03% | 209 |
|
|
2020
Q2 | $444K | Buy |
8,569
+256
| +3% | +$14.2K | 0.04% | 214 |
|
|
2020
Q1 | $448K | Sell |
8,313
-832
| -9% | -$52.7K | 0.04% | 206 |
|
|
2019
Q4 | $582K | Sell |
9,145
-285
| -3% | -$17.7K | 0.04% | 206 |
|
|
2019
Q3 | $582K | Sell |
9,430
-2,781
| -23% | -$161K | 0.05% | 201 |
|
|
2019
Q2 | $674K | Sell |
12,211
-501
| -4% | -$26.8K | 0.05% | 196 |
|
|
2019
Q1 | $656K | Buy |
12,712
+117
| +0.9% | +$5.74K | 0.05% | 198 |
|
|
2018
Q4 | $552K | Sell |
12,595
-1,971
| -14% | -$89.6K | 0.05% | 215 |
|
|
2018
Q3 | $635K | Sell |
14,566
-2,472
| -15% | -$114K | 0.05% | 220 |
|
|
2018
Q2 | $788K | Buy |
17,038
+1,457
| +9% | +$65.2K | 0.07% | 198 |
|
|
2018
Q1 | $693K | Sell |
15,581
-876
| -5% | -$38.9K | 0.07% | 177 |
|
|
2017
Q4 | $782K | Buy |
16,457
+2,034
| +14% | +$104K | 0.07% | 177 |
|
|
2017
Q3 | $707K | Buy |
14,423
+3,045
| +27% | +$148K | 0.07% | 176 |
|
|
2017
Q2 | $547K | Sell |
11,378
-2,773
| -20% | -$139K | 0.06% | 197 |
|
|
2017
Q1 | $704K | Sell |
14,151
-2,090
| -13% | -$103K | 0.08% | 179 |
|
|
2016
Q4 | $829K | Hold |
16,241
| – | – | 0.11% | 170 |
|
|
2016
Q3 | $829K | Sell |
16,241
-972
| -6% | -$51.2K | 0.11% | 172 |
|
|
2016
Q2 | $922K | Sell |
17,213
-1,134
| -6% | -$57K | 0.13% | 158 |
|
|
2016
Q1 | $933K | Sell |
18,347
-415
| -2% | -$20.2K | 0.1% | 165 |
|
|
2015
Q4 | $877K | Sell |
18,762
-1,150
| -6% | -$52.1K | 0.16% | 139 |
|
|
2015
Q3 | $890K | Sell |
19,912
-2,311
| -10% | -$101K | 0.14% | 150 |
|
|
2015
Q2 | $930K | Sell |
22,223
-2,458
| -10% | -$107K | 0.13% | 155 |
|
|
2015
Q1 | $1.09M | Sell |
24,681
-3,471
| -12% | -$165K | 0.16% | 148 |
|
|
2014
Q4 | $1.39M | Buy |
28,152
+161
| +0.6% | +$7.6K | 0.21% | 125 |
|
|
2014
Q3 | $1.22M | Buy |
27,991
+1,178
| +4% | +$51.7K | 0.19% | 128 |
|
|
2014
Q2 | $1.18M | Buy |
26,813
+1,502
| +6% | +$66.4K | 0.17% | 143 |
|
|
2014
Q1 | $1.12M | Buy |
25,311
+744
| +3% | +$31.2K | 0.16% | 138 |
|
|
2013
Q4 | $1.01M | Sell |
24,567
-4,589
| -16% | -$189K | 0.15% | 139 |
|
|
2013
Q3 | $1.2M | Buy |
29,156
+16,577
| +132% | +$714K | 0.19% | 119 |
|
|
2013
Q2 | $555K | Buy |
+12,579
| New | +$578K | 0.28% | 49 |
|
Other funds holding SO
BC
First Horizon Advisors's SO Position: Q2 2025 in Review
First Horizon Advisors increased its Southern Company (SO) stake by 4% in Q2 2025, buying an estimated $1.29M and bringing the position to 376,734 shares worth $34.6M. The position accounts for 0.9% of the portfolio, ranked #30.
First Horizon Advisors first reported a position in SO in Q2 2013 and has held it in 49 quarters since. 2,180 funds tracked by Wall St. Rank hold SO as of Q2 2025.
- First Horizon Advisors held 376,734 shares of Southern Company worth $34.6M as of Q2 2025.
- First Horizon Advisors bought 14,389 Southern Company shares in Q2 2025, an estimated $1.29M.
- Southern Company made up 0.9% of First Horizon Advisors's portfolio in Q2 2025, its #30 holding.
- First Horizon Advisors first reported a position in Southern Company in Q2 2013 and has held it in 49 quarters since.
- 2,180 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.