Horizon Investments’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 | $6.75M | Buy |
70,508
+4,999
| +8% | +$471K | 0.07% | 227 |
|
|
2026
Q1 | $6.32M | Buy |
65,509
+17,459
| +36% | +$1.62M | 0.07% | 246 |
|
|
2025
Q4 | $4.19M | Sell |
48,050
-12,797
| -21% | -$1.17M | 0.05% | 281 |
|
|
2025
Q3 | $5.77M | Buy |
60,847
+18,678
| +44% | +$1.74M | 0.08% | 211 |
|
|
2025
Q2 | $3.87M | Buy |
42,169
+20,717
| +97% | +$1.86M | 0.06% | 238 |
|
|
2025
Q1 | $1.97M | Buy |
21,452
+880
| +4% | +$76.2K | 0.06% | 194 |
|
|
2024
Q4 | $1.69M | Buy |
20,572
+659
| +3% | +$57.8K | 0.05% | 208 |
|
|
2024
Q3 | $1.8M | Sell |
19,913
-728
| -4% | -$62.2K | 0.05% | 196 |
|
|
2024
Q2 | $1.6M | Buy |
20,641
+133
| +0.6% | +$10.1K | 0.04% | 199 |
|
|
2024
Q1 | $1.47M | Buy |
20,508
+516
| +3% | +$35.6K | 0.04% | 207 |
|
|
2023
Q4 | $1.4M | Buy |
19,992
+11,979
| +149% | +$823K | 0.04% | 191 |
|
|
2023
Q3 | $519K | Buy |
8,013
+4
| +0% | +$278 | 0.02% | 293 |
|
|
2023
Q2 | $563K | Buy |
8,009
+919
| +13% | +$65.9K | 0.02% | 269 |
|
|
2023
Q1 | $489K | Sell |
7,090
-2,405
| -25% | -$162K | 0.01% | 293 |
|
|
2022
Q4 | $678K | Sell |
9,495
-2,316
| -20% | -$155K | 0.02% | 305 |
|
|
2022
Q3 | $803K | Buy |
11,811
+2,548
| +28% | +$193K | 0.02% | 248 |
|
|
2022
Q2 | $655K | Sell |
9,263
-5,278
| -36% | -$388K | 0.02% | 237 |
|
|
2022
Q1 | $1.04M | Buy |
14,541
+6,976
| +92% | +$472K | 0.03% | 223 |
|
|
2021
Q4 | $519K | Sell |
7,565
-2,529
| -25% | -$161K | 0.02% | 317 |
|
|
2021
Q3 | $619K | Sell |
10,094
-3,375
| -25% | -$217K | 0.02% | 282 |
|
|
2021
Q2 | $807K | Sell |
13,469
-4,750
| -26% | -$304K | 0.02% | 240 |
|
|
2021
Q1 | $1.13M | Buy |
+18,219
| New | +$1.09M | 0.04% | 189 |
|
|
2020
Q4 | – | Sell |
-7,248
| Closed | -$389K | – | 351 |
|
|
2020
Q3 | $389K | Sell |
7,248
-6,296
| -46% | -$336K | 0.01% | 321 |
|
|
2020
Q2 | $702K | Buy |
13,544
+2,392
| +21% | +$133K | 0.02% | 290 |
|
|
2020
Q1 | $597K | Sell |
11,152
-14,153
| -56% | -$897K | 0.03% | 164 |
|
|
2019
Q4 | $1.61M | Buy |
25,305
+19,982
| +375% | +$1.24M | 0.07% | 128 |
|
|
2019
Q3 | $329K | Sell |
5,323
-12,752
| -71% | -$739K | 0.01% | 217 |
|
|
2019
Q2 | $999K | Sell |
18,075
-12,569
| -41% | -$673K | 0.03% | 130 |
|
|
2019
Q1 | $1.58M | Buy |
+30,644
| New | +$1.5M | 0.06% | 147 |
|
|
2018
Q4 | – | Sell |
-43,430
| Closed | -$1.89M | – | 297 |
|
|
2018
Q3 | $1.89M | Buy |
43,430
+5,634
| +15% | +$260K | 0.06% | 90 |
|
|
2018
Q2 | $1.75M | Buy |
37,796
+5,017
| +15% | +$225K | 0.08% | 85 |
|
|
2018
Q1 | $1.46M | Buy |
32,779
+22,302
| +213% | +$990K | 0.06% | 95 |
|
|
2017
Q4 | $522K | Buy |
10,477
+1,042
| +11% | +$53.1K | 0.03% | 142 |
|
|
2017
Q3 | $471K | Sell |
9,435
-4,773
| -34% | -$231K | 0.03% | 132 |
|
|
2017
Q2 | $709K | Buy |
14,208
+1,091
| +8% | +$54.7K | 0.04% | 95 |
|
|
2017
Q1 | $653K | Buy |
13,117
+1,257
| +11% | +$62.1K | 0.04% | 103 |
|
|
2016
Q4 | $583K | Buy |
+11,860
| New | +$583K | 0.04% | 105 |
|
Other funds holding SO
Horizon Investments's SO Position: Q2 2026 in Review
Horizon Investments increased its Southern Company (SO) stake by 7.6% in Q2 2026, buying an estimated $471K and bringing the position to 70,508 shares worth $6.75M. The position accounts for 0.07% of the portfolio, ranked #227.
Horizon Investments first reported a position in SO in Q4 2016 and has held it in 37 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Horizon Investments held 70,508 shares of Southern Company worth $6.75M as of Q2 2026.
- Horizon Investments bought 4,999 Southern Company shares in Q2 2026, an estimated $471K.
- Southern Company made up 0.07% of Horizon Investments's portfolio in Q2 2026, its #227 holding.
- Horizon Investments first reported a position in Southern Company in Q4 2016 and has held it in 37 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.