Geneos 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 | $2.94M | Buy |
30,668
+1,761
| +6% | +$166K | 0.06% | 319 |
|
|
2026
Q1 | $2.79M | Sell |
28,907
-983
| -3% | -$90.9K | 0.06% | 311 |
|
|
2025
Q4 | $2.61M | Buy |
29,890
+78
| +0.3% | +$7.12K | 0.06% | 312 |
|
|
2025
Q3 | $2.83M | Sell |
29,812
-871
| -3% | -$81.3K | 0.07% | 292 |
|
|
2025
Q2 | $2.82M | Buy |
30,683
+9,883
| +48% | +$888K | 0.07% | 310 |
|
|
2025
Q1 | $1.91M | Buy |
20,800
+709
| +4% | +$61.4K | 0.06% | 319 |
|
|
2024
Q4 | $1.65M | Buy |
20,091
+773
| +4% | +$67.8K | 0.06% | 322 |
|
|
2024
Q3 | $1.74M | Buy |
19,318
+1,451
| +8% | +$124K | 0.07% | 306 |
|
|
2024
Q2 | $1.39M | Sell |
17,867
-437
| -2% | -$33.1K | 0.06% | 309 |
|
|
2024
Q1 | $1.31M | Buy |
18,304
+40
| +0.2% | +$2.76K | 0.06% | 309 |
|
|
2023
Q4 | $1.28M | Sell |
18,264
-5,518
| -23% | -$379K | 0.06% | 290 |
|
|
2023
Q3 | $1.54M | Buy |
23,782
+52
| +0.2% | +$3.61K | 0.08% | 254 |
|
|
2023
Q2 | $1.67M | Buy |
23,730
+7,796
| +49% | +$559K | 0.09% | 233 |
|
|
2023
Q1 | $1.11M | Sell |
15,934
-3,908
| -20% | -$263K | 0.07% | 272 |
|
|
2022
Q4 | $1.42M | Buy |
19,842
+1,091
| +6% | +$72.9K | 0.09% | 221 |
|
|
2022
Q3 | $1.27M | Sell |
18,751
-10,218
| -35% | -$774K | 0.09% | 215 |
|
|
2022
Q2 | $2.12M | Sell |
28,969
-363
| -1% | -$26.7K | 0.1% | 205 |
|
|
2022
Q1 | $2.13M | Buy |
29,332
+317
| +1% | +$21.5K | 0.09% | 214 |
|
|
2021
Q4 | $1.99M | Sell |
29,015
-3,063
| -10% | -$195K | 0.08% | 254 |
|
|
2021
Q3 | $1.98M | Buy |
32,078
+1,575
| +5% | +$101K | 0.08% | 249 |
|
|
2021
Q2 | $1.88M | Sell |
30,503
-8,254
| -21% | -$528K | 0.07% | 251 |
|
|
2021
Q1 | $2.56M | Sell |
38,757
-3,170
| -8% | -$190K | 0.07% | 261 |
|
|
2020
Q4 | $2.19M | Buy |
41,927
+9,895
| +31% | +$595K | 0.09% | 223 |
|
|
2020
Q3 | $1.72M | Buy |
32,032
+512
| +2% | +$27.4K | 0.09% | 215 |
|
|
2020
Q2 | $1.6M | Buy |
31,520
+53
| +0.2% | +$2.95K | 0.09% | 217 |
|
|
2020
Q1 | $1.76M | Sell |
31,467
-3,337
| -10% | -$211K | 0.12% | 183 |
|
|
2019
Q4 | $2.21M | Sell |
34,804
-1,363
| -4% | -$84.5K | 0.12% | 189 |
|
|
2019
Q3 | $2.23M | Sell |
36,167
-658
| -2% | -$38.1K | 0.13% | 170 |
|
|
2019
Q2 | $2.04M | Sell |
36,825
-87,410
| -70% | -$4.68M | 0.13% | 169 |
|
|
2019
Q1 | $6.42M | Sell |
124,235
-3,564
| -3% | -$175K | 0.42% | 52 |
|
|
2018
Q4 | $5.62M | Sell |
127,799
-59
| -0% | -$2.68K | 0.42% | 53 |
|
|
2018
Q3 | $5.57M | Buy |
127,858
+4,539
| +4% | +$209K | 0.37% | 61 |
|
|
2018
Q2 | $5.71M | Buy |
123,319
+2,012
| +2% | +$90.1K | 0.45% | 55 |
|
|
2018
Q1 | $5.42M | Buy |
121,307
+10,071
| +9% | +$447K | 0.47% | 56 |
|
|
2017
Q4 | $5.35M | Buy |
111,236
+2,291
| +2% | +$117K | 0.48% | 54 |
|
|
2017
Q3 | $5.36M | Sell |
108,945
-2,398
| -2% | -$116K | 0.53% | 44 |
|
|
2017
Q2 | $5.35M | Buy |
111,343
+14,183
| +15% | +$711K | 0.55% | 42 |
|
|
2017
Q1 | $4.86M | Buy |
97,160
+24,764
| +34% | +$1.22M | 0.51% | 44 |
|
|
2016
Q4 | $3.56M | Buy |
72,396
+19,330
| +36% | +$950K | 0.47% | 48 |
|
|
2016
Q3 | $2.72M | Buy |
53,066
+18,364
| +53% | +$967K | 0.37% | 66 |
|
|
2016
Q2 | $1.87M | Buy |
34,702
+4,462
| +15% | +$224K | 0.27% | 90 |
|
|
2016
Q1 | $1.56M | Buy |
+30,240
| New | +$1.47M | 0.24% | 104 |
|
Other funds holding SO
Geneos Wealth Management's SO Position: Q2 2026 in Review
Geneos Wealth Management increased its Southern Company (SO) stake by 6.1% in Q2 2026, buying an estimated $166K and bringing the position to 30,668 shares worth $2.94M. The position accounts for 0.06% of the portfolio, ranked #319.
Geneos Wealth Management first reported a position in SO in Q1 2016 and has held it in 42 quarters since. The position peaked at $6.42M in Q1 2019. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Geneos Wealth Management held 30,668 shares of Southern Company worth $2.94M as of Q2 2026.
- Geneos Wealth Management bought 1,761 Southern Company shares in Q2 2026, an estimated $166K.
- Southern Company made up 0.06% of Geneos Wealth Management's portfolio in Q2 2026, its #319 holding.
- Geneos Wealth Management first reported a position in Southern Company in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's Southern Company position peaked at $6.42M in Q1 2019.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.