First Horizon Corporation’s Southern Company SO Stock Holding History

First Horizon Corporation’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	$19.3M	Sell	201,289 -652	-0.3%	-$61.4K	0.74%	40
2026 Q1	$19.5M	Buy	201,941 +46,102	+30%	+$4.26M	0.81%	37
2025 Q4	$13.6M	Buy	155,839 +2,199	+1%	+$201K	0.61%	52
2025 Q3	$14.6M	Buy	+153,640	New	+$14.3M	0.68%	43
2021 Q2	$4.95M	Buy	81,886 +2,514	+3%	+$161K	0.44%	76
2021 Q1	$4.93M	Buy	79,372 +4,857	+7%	+$291K	0.47%	73
2020 Q4	$4.58M	Sell	74,515 -13,274	-15%	-$798K	0.45%	73
2020 Q3	$4.76M	Buy	+87,789	New	+$4.69M	0.51%	68
2013 Q2	$538K	Buy	+12,188	New	+$560K	0.15%	136

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 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

First Horizon Corporation's SO Position: Q2 2026 in Review

First Horizon Corporation reduced its Southern Company (SO) stake by 0.32% in Q2 2026, selling an estimated $61.4K and leaving 201,289 shares worth $19.3M. The position accounts for 0.74% of the portfolio, ranked #40.

First Horizon Corporation first reported a position in SO in Q2 2013 and has held it in 9 quarters since. The position peaked at $19.5M in Q1 2026. 669 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Horizon Corporation held 201,289 shares of Southern Company worth $19.3M as of Q2 2026.
First Horizon Corporation sold 652 Southern Company shares in Q2 2026, an estimated $61.4K.
Southern Company made up 0.74% of First Horizon Corporation's portfolio in Q2 2026, its #40 holding.
First Horizon Corporation first reported a position in Southern Company in Q2 2013 and has held it in 9 quarters since.
First Horizon Corporation's Southern Company position peaked at $19.5M in Q1 2026.
669 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Horizon Corporation's 13F filing for Q2 2026, filed 20 Jul 2026.