HighPoint Advisor Group’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 | $505K | Buy |
5,280
+713
| +16% | +$67.1K | 0.02% | 467 |
|
|
2026
Q1 | $441K | Sell |
4,567
-37,296
| -89% | -$3.45M | 0.02% | 444 |
|
|
2025
Q4 | $3.65M | Buy |
41,863
+3,777
| +10% | +$345K | 0.08% | 219 |
|
|
2025
Q3 | $3.61M | Buy |
38,086
+984
| +3% | +$91.9K | 0.17% | 99 |
|
|
2025
Q2 | $3.41M | Sell |
37,102
-177
| -0.5% | -$15.9K | 0.18% | 101 |
|
|
2025
Q1 | $3.41M | Sell |
37,279
-59
| -0.2% | -$5.11K | 0.2% | 92 |
|
|
2024
Q4 | $3.23M | Sell |
37,338
-539
| -1% | -$47.3K | 0.18% | 104 |
|
|
2024
Q3 | $3.35M | Buy |
37,877
+563
| +2% | +$48.1K | 0.2% | 95 |
|
|
2024
Q2 | $3.11M | Buy |
37,314
+212
| +0.6% | +$16.1K | 0.19% | 100 |
|
|
2024
Q1 | $2.92M | Buy |
37,102
+40
| +0.1% | +$2.76K | 0.21% | 88 |
|
|
2023
Q4 | $2.58M | Buy |
+37,062
| New | +$2.55M | 0.19% | 99 |
|
|
2022
Q2 | $2.35M | Buy |
+32,875
| New | +$2.41M | 0.26% | 79 |
|
|
2021
Q3 | $2.12M | Sell |
34,216
-945
| -3% | -$60.8K | 0.21% | 94 |
|
|
2021
Q2 | $2.13M | Buy |
35,161
+1,305
| +4% | +$83.5K | 0.21% | 93 |
|
|
2021
Q1 | $2.12M | Buy |
33,856
+1,712
| +5% | +$103K | 0.25% | 84 |
|
|
2020
Q4 | $1.95M | Buy |
32,144
+7,863
| +32% | +$473K | 0.24% | 86 |
|
|
2020
Q3 | $1.46M | Sell |
24,281
-2,245
| -8% | -$120K | 0.26% | 75 |
|
|
2020
Q2 | $1.4M | Sell |
26,526
-1,274
| -5% | -$70.8K | 0.3% | 74 |
|
|
2020
Q1 | $1.6M | Sell |
27,800
-2,559
| -8% | -$162K | 0.38% | 59 |
|
|
2019
Q4 | $2.07M | Buy |
30,359
+424
| +1% | +$26.3K | 0.43% | 58 |
|
|
2019
Q3 | $1.83M | Buy |
29,935
+1,861
| +7% | +$108K | 0.41% | 60 |
|
|
2019
Q2 | $1.56M | Buy |
28,074
+2,338
| +9% | +$125K | 0.36% | 65 |
|
|
2019
Q1 | $1.36M | Sell |
25,736
-11
| -0% | -$539 | 0.33% | 64 |
|
|
2018
Q4 | $1.26M | Buy |
25,747
+1,266
| +5% | +$57.6K | 0.33% | 68 |
|
|
2018
Q3 | $1.1M | Buy |
24,481
+200
| +0.8% | +$9.22K | 0.3% | 79 |
|
|
2018
Q2 | $1.15M | Sell |
24,281
-80
| -0.3% | -$3.58K | 0.31% | 79 |
|
|
2018
Q1 | $1.05M | Sell |
24,361
-2,255
| -8% | -$100K | 0.29% | 92 |
|
|
2017
Q4 | $1.19M | Sell |
26,616
-227,500
| -90% | -$11.6M | 0.34% | 74 |
|
|
2017
Q3 | $1.34M | Buy |
254,116
+229,284
| +923% | +$11.1M | 0.41% | 55 |
|
|
2017
Q2 | $1.21M | Hold |
24,832
| – | – | 0.39% | 60 |
|
|
2017
Q1 | $1.21M | Sell |
24,832
-505
| -2% | -$25K | 0.39% | 60 |
|
|
2016
Q4 | $1.27M | Buy |
25,337
+54
| +0.2% | +$2.65K | 0.41% | 57 |
|
|
2016
Q3 | $1.2M | Buy |
25,283
+593
| +2% | +$31.2K | 0.42% | 59 |
|
|
2016
Q2 | $1.3M | Buy |
24,690
+12,924
| +110% | +$650K | 0.46% | 53 |
|
|
2016
Q1 | $579K | Sell |
11,766
-884
| -7% | -$43.1K | 0.35% | 84 |
|
|
2015
Q4 | $599K | Buy |
+12,650
| New | +$573K | 0.39% | 82 |
|
Other funds holding SO
HighPoint Advisor Group's SO Position: Q2 2026 in Review
HighPoint Advisor Group increased its Southern Company (SO) stake by 16% in Q2 2026, buying an estimated $67.1K and bringing the position to 5,280 shares worth $505K. The position accounts for 0.02% of the portfolio, ranked #467.
HighPoint Advisor Group first reported a position in SO in Q4 2015 and has held it in 36 quarters since. The position peaked at $3.65M in Q4 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- HighPoint Advisor Group held 5,280 shares of Southern Company worth $505K as of Q2 2026.
- HighPoint Advisor Group bought 713 Southern Company shares in Q2 2026, an estimated $67.1K.
- Southern Company made up 0.02% of HighPoint Advisor Group's portfolio in Q2 2026, its #467 holding.
- HighPoint Advisor Group first reported a position in Southern Company in Q4 2015 and has held it in 36 quarters since.
- HighPoint Advisor Group's Southern Company position peaked at $3.65M in Q4 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.