GHP Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $535K | Buy |
5,588
+344
| +7% | +$32.4K | 0.02% | 321 |
|
|
2026
Q1 | $506K | Buy |
5,244
+102
| +2% | +$9.44K | 0.02% | 314 |
|
|
2025
Q4 | $448K | Sell |
5,142
-29
| -0.6% | -$2.65K | 0.02% | 316 |
|
|
2025
Q3 | $490K | Hold |
5,171
| – | – | 0.02% | 306 |
|
|
2025
Q2 | $475K | Sell |
5,171
-1
| -0% | -$90 | 0.02% | 302 |
|
|
2025
Q1 | $476K | Buy |
5,172
+312
| +6% | +$27K | 0.02% | 305 |
|
|
2024
Q4 | $400K | Buy |
4,860
+88
| +2% | +$7.72K | 0.02% | 313 |
|
|
2024
Q3 | $430K | Buy |
4,772
+217
| +5% | +$18.5K | 0.02% | 312 |
|
|
2024
Q2 | $353K | Buy |
4,555
+55
| +1% | +$4.17K | 0.02% | 325 |
|
|
2024
Q1 | $323K | Buy |
4,500
+3
| +0.1% | +$207 | 0.02% | 337 |
|
|
2023
Q4 | $315K | Sell |
4,497
-638
| -12% | -$43.8K | 0.02% | 338 |
|
|
2023
Q3 | $342K | Sell |
5,135
-894
| -15% | -$62K | 0.02% | 325 |
|
|
2023
Q2 | $419K | Buy |
6,029
+4,553
| +308% | +$327K | 0.02% | 317 |
|
|
2023
Q1 | $103K | Buy |
1,476
+374
| +34% | +$25.2K | 0.01% | 433 |
|
|
2022
Q4 | $78.7K | Sell |
1,102
-293
| -21% | -$19.6K | 0.01% | 456 |
|
|
2022
Q3 | $95K | Buy |
1,395
+295
| +27% | +$22.3K | 0.01% | 429 |
|
|
2022
Q2 | $78K | Buy |
1,100
+1
| +0.1% | +$73 | 0.01% | 442 |
|
|
2022
Q1 | $80K | Buy |
+1,099
| New | +$74.4K | 0.01% | 445 |
|
|
2021
Q2 | – | Sell |
-3,452
| Closed | -$215K | – | 299 |
|
|
2021
Q1 | $215K | Buy |
+3,452
| New | +$207K | 0.02% | 285 |
|
|
2018
Q2 | – | Sell |
-40,108
| Closed | -$1.79M | – | 302 |
|
|
2018
Q1 | $1.79M | Sell |
40,108
-5,372
| -12% | -$238K | 0.25% | 123 |
|
|
2017
Q4 | $2.19M | Sell |
45,480
-79
| -0.2% | -$4.03K | 0.31% | 104 |
|
|
2017
Q3 | $2.24M | Buy |
45,559
+2,078
| +5% | +$101K | 0.34% | 91 |
|
|
2017
Q2 | $2.08M | Buy |
43,481
+6,781
| +18% | +$340K | 0.33% | 95 |
|
|
2017
Q1 | $1.83M | Buy |
36,700
+2,067
| +6% | +$102K | 0.31% | 99 |
|
|
2016
Q4 | $1.7M | Buy |
34,633
+3,354
| +11% | +$165K | 0.32% | 99 |
|
|
2016
Q3 | $1.6M | Sell |
31,279
-133
| -0.4% | -$7K | 0.33% | 94 |
|
|
2016
Q2 | $1.69M | Buy |
31,412
+261
| +0.8% | +$13.1K | 0.36% | 88 |
|
|
2016
Q1 | $1.61M | Buy |
31,151
+278
| +0.9% | +$13.5K | 0.36% | 82 |
|
|
2015
Q4 | $1.45M | Sell |
30,873
-1,197
| -4% | -$54.3K | 0.35% | 80 |
|
|
2015
Q3 | $1.43M | Sell |
32,070
-187
| -0.6% | -$8.2K | 0.37% | 75 |
|
|
2015
Q2 | $1.38M | Buy |
32,257
+3,239
| +11% | +$141K | 0.34% | 77 |
|
|
2015
Q1 | $1.28M | Buy |
29,018
+2,089
| +8% | +$99.2K | 0.34% | 79 |
|
|
2014
Q4 | $1.32M | Buy |
26,929
+1,668
| +7% | +$78.8K | 0.36% | 71 |
|
|
2014
Q3 | $1.1M | Buy |
25,261
+1,569
| +7% | +$68.9K | 0.33% | 82 |
|
|
2014
Q2 | $1.07M | Sell |
23,692
-2,771
| -10% | -$123K | 0.32% | 89 |
|
|
2014
Q1 | $1.16M | Buy |
26,463
+589
| +2% | +$24.7K | 0.37% | 58 |
|
|
2013
Q4 | $1.06M | Sell |
25,874
-701
| -3% | -$28.9K | 0.35% | 70 |
|
|
2013
Q3 | $1.09M | Buy |
26,575
+91
| +0.3% | +$3.92K | 0.4% | 55 |
|
|
2013
Q2 | $1.17M | Buy |
+26,484
| New | +$1.22M | 0.47% | 41 |
|
Other funds holding SO
GHP Investment Advisors's SO Position: Q2 2026 in Review
GHP Investment Advisors increased its Southern Company (SO) stake by 6.6% in Q2 2026, buying an estimated $32.4K and bringing the position to 5,588 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #321.
GHP Investment Advisors first reported a position in SO in Q2 2013 and has held it in 39 quarters since. The position peaked at $2.24M in Q3 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- GHP Investment Advisors held 5,588 shares of Southern Company worth $535K as of Q2 2026.
- GHP Investment Advisors bought 344 Southern Company shares in Q2 2026, an estimated $32.4K.
- Southern Company made up 0.02% of GHP Investment Advisors's portfolio in Q2 2026, its #321 holding.
- GHP Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 39 quarters since.
- GHP Investment Advisors's Southern Company position peaked at $2.24M in Q3 2017.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.