Glen Eagle 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
Q1 | $1.31M | Sell |
13,566
-173
| -1% | -$16K | 0.18% | 91 |
|
|
2025
Q4 | $1.2M | Sell |
13,739
-1,236
| -8% | -$113K | 0.16% | 99 |
|
|
2025
Q3 | $1.42M | Buy |
14,975
+459
| +3% | +$42.9K | 0.2% | 86 |
|
|
2025
Q2 | $1.33M | Sell |
14,516
-159
| -1% | -$14.3K | 0.21% | 85 |
|
|
2025
Q1 | $1.35M | Buy |
14,675
+187
| +1% | +$16.2K | 0.22% | 84 |
|
|
2024
Q4 | $1.19M | Buy |
14,488
+7,356
| +103% | +$645K | 0.2% | 88 |
|
|
2024
Q3 | $643K | Buy |
7,132
+1,201
| +20% | +$103K | 0.11% | 127 |
|
|
2024
Q2 | $460K | Buy |
5,931
+1,267
| +27% | +$96K | 0.08% | 143 |
|
|
2024
Q1 | $335K | Sell |
4,664
-165
| -3% | -$11.4K | 0.06% | 185 |
|
|
2023
Q4 | $339K | Sell |
4,829
-184
| -4% | -$12.6K | 0.07% | 175 |
|
|
2023
Q3 | $324K | Buy |
5,013
+125
| +3% | +$8.68K | 0.08% | 171 |
|
|
2023
Q2 | $343K | Buy |
4,888
+251
| +5% | +$18K | 0.08% | 169 |
|
|
2023
Q1 | $323K | Sell |
4,637
-790
| -15% | -$53.2K | 0.08% | 177 |
|
|
2022
Q4 | $388K | Sell |
5,427
-264
| -5% | -$17.7K | 0.11% | 147 |
|
|
2022
Q3 | $387K | Sell |
5,691
-380
| -6% | -$28.8K | 0.11% | 146 |
|
|
2022
Q2 | $433K | Buy |
6,071
+130
| +2% | +$9.54K | 0.12% | 149 |
|
|
2022
Q1 | $431K | Hold |
5,941
| – | – | 0.11% | 157 |
|
|
2021
Q4 | $407K | Sell |
5,941
-1,600
| -21% | -$102K | 0.11% | 163 |
|
|
2021
Q3 | $467K | Sell |
7,541
-25
| -0.3% | -$1.61K | 0.14% | 145 |
|
|
2021
Q2 | $458K | Sell |
7,566
-200
| -3% | -$12.8K | 0.14% | 133 |
|
|
2021
Q1 | $483K | Buy |
7,766
+75
| +1% | +$4.49K | 0.17% | 114 |
|
|
2020
Q4 | $472K | Sell |
7,691
-244
| -3% | -$14.7K | 0.19% | 108 |
|
|
2020
Q3 | $430K | Sell |
7,935
-1,000
| -11% | -$53.4K | 0.19% | 103 |
|
|
2020
Q2 | $463K | Buy |
8,935
+25
| +0.3% | +$1.39K | 0.24% | 94 |
|
|
2020
Q1 | $482K | Sell |
8,910
-1,275
| -13% | -$80.8K | 0.34% | 71 |
|
|
2019
Q4 | $649K | Buy |
10,185
+1,683
| +20% | +$104K | 0.35% | 67 |
|
|
2019
Q3 | $525K | Sell |
8,502
-950
| -10% | -$55.1K | 0.35% | 72 |
|
|
2019
Q2 | $523K | Sell |
9,452
-201
| -2% | -$10.8K | 0.36% | 69 |
|
|
2019
Q1 | $499K | Buy |
9,653
+279
| +3% | +$13.7K | 0.36% | 68 |
|
|
2018
Q4 | $412K | Sell |
9,374
-150
| -2% | -$6.82K | 0.35% | 69 |
|
|
2018
Q3 | $415K | Sell |
9,524
-1,275
| -12% | -$58.8K | 0.3% | 78 |
|
|
2018
Q2 | $500K | Sell |
10,799
-180
| -2% | -$8.06K | 0.39% | 64 |
|
|
2018
Q1 | $490K | Buy |
10,979
+3,256
| +42% | +$145K | 0.4% | 57 |
|
|
2017
Q4 | $371K | Buy |
7,723
+2,124
| +38% | +$108K | 0.32% | 72 |
|
|
2017
Q3 | $275K | Buy |
5,599
+260
| +5% | +$12.6K | 0.26% | 94 |
|
|
2017
Q2 | $256K | Buy |
5,339
+350
| +7% | +$17.5K | 0.2% | 113 |
|
|
2017
Q1 | $248K | Hold |
4,989
| – | – | 0.21% | 111 |
|
|
2016
Q4 | $245K | Buy |
+4,989
| New | +$245K | 0.22% | 113 |
|
Other funds holding SO
VCM
VPM
Glen Eagle Advisors's SO Position: Q1 2026 in Review
Glen Eagle Advisors reduced its Southern Company (SO) stake by 1.3% in Q1 2026, selling an estimated $16K and leaving 13,566 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #91.
Glen Eagle Advisors first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.42M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Glen Eagle Advisors held 13,566 shares of Southern Company worth $1.31M as of Q1 2026.
- Glen Eagle Advisors sold 173 Southern Company shares in Q1 2026, an estimated $16K.
- Southern Company made up 0.18% of Glen Eagle Advisors's portfolio in Q1 2026, its #91 holding.
- Glen Eagle Advisors first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- Glen Eagle Advisors's Southern Company position peaked at $1.42M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.