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Grimes & Company’s Southern Company SO Stock Holding History

Grimes & Company’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 		$1.24M Sell
12,995
-50
-0.4% -$4.71K 0.03% 235
2026
Q1 		$1.26M Buy
13,045
+231
+2% +$21.4K 0.03% 220
2025
Q4 		$1.12M Buy
12,814
+143
+1% +$13.1K 0.03% 237
2025
Q3 		$1.2M Sell
12,671
-264
-2% -$24.6K 0.03% 222
2025
Q2 		$1.19M Sell
12,935
-82
-0.6% -$7.37K 0.03% 200
2025
Q1 		$1.2M Buy
13,017
+751
+6% +$65K 0.04% 176
2024
Q4 		$1.01M Sell
12,266
-2,375
-16% -$208K 0.03% 194
2024
Q3 		$1.32M Buy
14,641
+2,341
+19% +$200K 0.04% 167
2024
Q2 		$954K Sell
12,300
-969
-7% -$73.4K 0.03% 179
2024
Q1 		$952K Buy
13,269
+137
+1% +$9.46K 0.03% 183
2023
Q4 		$921K Buy
13,132
+204
+2% +$14K 0.03% 178
2023
Q3 		$837K Sell
12,928
-47
-0.4% -$3.26K 0.03% 169
2023
Q2 		$911K Sell
12,975
-20
-0.2% -$1.43K 0.03% 167
2023
Q1 		$904K Sell
12,995
-42
-0.3% -$2.83K 0.04% 162
2022
Q4 		$931K Buy
13,037
+4,004
+44% +$268K 0.04% 161
2022
Q3 		$614K Sell
9,033
-251
-3% -$19K 0.03% 172
2022
Q2 		$662K Buy
9,284
+261
+3% +$19.2K 0.03% 172
2022
Q1 		$654K Sell
9,023
-89
-1% -$6.03K 0.03% 185
2021
Q4 		$625K Buy
9,112
+52
+0.6% +$3.31K 0.03% 189
2021
Q3 		$561K Buy
9,060
+37
+0.4% +$2.38K 0.02% 193
2021
Q2 		$546K Sell
9,023
-100
-1% -$6.39K 0.02% 192
2021
Q1 		$567K Sell
9,123
-1,375
-13% -$82.3K 0.03% 185
2020
Q4 		$645K Hold
10,498
– – 0.03% 171
2020
Q3 		$569K Hold
10,498
– – 0.04% 174
2020
Q2 		$544K Buy
10,498
+100
+1% +$5.56K 0.04% 169
2020
Q1 		$563K Sell
10,398
-64
-0.6% -$4.05K 0.05% 148
2019
Q4 		$666K Buy
10,462
+364
+4% +$22.6K 0.04% 164
2019
Q3 		$624K Hold
10,098
– – 0.04% 162
2019
Q2 		$558K Sell
10,098
-125
-1% -$6.69K 0.04% 165
2019
Q1 		$528K Buy
10,223
+125
+1% +$6.13K 0.04% 160
2018
Q4 		$444K Hold
10,098
– – 0.04% 156
2018
Q3 		$440K Buy
10,098
+400
+4% +$18.4K 0.04% 169
2018
Q2 		$449K Buy
9,698
+71
+0.7% +$3.18K 0.04% 168
2018
Q1 		$430K Buy
9,627
+875
+10% +$38.8K 0.04% 166
2017
Q4 		$421K Buy
8,752
+758
+9% +$38.6K 0.04% 158
2017
Q3 		$393K Buy
7,994
+200
+3% +$9.7K 0.04% 152
2017
Q2 		$373K Hold
7,794
– – 0.04% 153
2017
Q1 		$388K Hold
7,794
– – 0.04% 150
2016
Q4 		$383K Hold
7,794
– – 0.04% 149
2016
Q3 		$400K Sell
7,794
-375
-5% -$19.7K 0.05% 141
2016
Q2 		$438K Sell
8,169
-100
-1% -$5.03K 0.06% 133
2016
Q1 		$428K Buy
8,269
+500
+6% +$24.4K 0.06% 128
2015
Q4 		$364K Hold
7,769
– – 0.05% 139
2015
Q3 		$347K Hold
7,769
– – 0.04% 135
2015
Q2 		$326K Sell
7,769
-996
-11% -$43.4K 0.05% 137
2015
Q1 		$388K Buy
8,765
+704
+9% +$33.4K 0.09% 104
2014
Q4 		$396K Sell
8,061
-1,995
-20% -$94.2K 0.1% 108
2014
Q3 		$439K Sell
10,056
-325
-3% -$14.3K 0.11% 100
2014
Q2 		$471K Buy
10,381
+1,143
+12% +$50.5K 0.12% 100
2014
Q1 		$406K Buy
9,238
+1,606
+21% +$67.3K 0.11% 99
2013
Q4 		$314K Buy
7,632
+5
+0.1% +$206 0.09% 104
2013
Q3 		$314K Sell
7,627
-1,155
-13% -$49.8K 0.11% 100
2013
Q2 		$388K Buy
+8,782
New +$404K 0.14% 89

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Grimes & Company's SO Position: Q2 2026 in Review

Grimes & Company reduced its Southern Company (SO) stake by 0.38% in Q2 2026, selling an estimated $4.71K and leaving 12,995 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #235.

Grimes & Company first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.32M in Q3 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Grimes & Company held 12,995 shares of Southern Company worth $1.24M as of Q2 2026.
  • Grimes & Company sold 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #235 holding.
  • Grimes & Company first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Grimes & Company's Southern Company position peaked at $1.32M in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.