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Hudson Valley Investment Advisors’s Southern Company SO Stock Holding History

Hudson Valley Investment Advisors’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 		$1.74M Sell
18,133
-377
-2% -$35.5K 0.21% 83
2026
Q1 		$1.79M Sell
18,510
-490
-3% -$45.3K 0.23% 83
2025
Q4 		$1.66M Sell
19,000
-1,190
-6% -$109K 0.18% 91
2025
Q3 		$1.91M Hold
20,190
– – 0.2% 89
2025
Q2 		$1.85M Hold
20,190
– – 0.2% 87
2025
Q1 		$1.86M Sell
20,190
-90
-0.4% -$7.79K 0.22% 80
2024
Q4 		$1.67M Hold
20,280
– – 0.19% 83
2024
Q3 		$1.83M Sell
20,280
-1,374
-6% -$117K 0.2% 82
2024
Q2 		$1.56M Buy
21,654
+150
+0.7% +$11.4K 0.2% 89
2024
Q1 		$1.54M Sell
21,504
-150
-0.7% -$10.4K 0.18% 87
2023
Q4 		$1.56M Buy
21,654
+3,524
+19% +$242K 0.21% 89
2023
Q3 		$1.17M Buy
18,130
+37
+0.2% +$2.57K 0.17% 93
2023
Q2 		$1.27M Sell
18,093
-50
-0.3% -$3.59K 0.17% 95
2023
Q1 		$1.26M Buy
18,143
+413
+2% +$27.8K 0.18% 105
2022
Q4 		$1.27M Sell
17,730
-640
-3% -$42.8K 0.19% 105
2022
Q3 		$1.25M Buy
+18,370
New +$1.39M 0.2% 99
2020
Q1 		– Sell
-4,389
Closed -$280K – 166
2019
Q4 		$280K Buy
4,389
+600
+16% +$37.2K 0.06% 140
2019
Q3 		$234K Hold
3,789
– – 0.05% 142
2019
Q2 		$209K Sell
3,789
-1,500
-28% -$80.3K 0.05% 152
2019
Q1 		$273K Sell
5,289
-319
-6% -$15.6K 0.07% 130
2018
Q4 		$246K Sell
5,608
-1,666
-23% -$75.7K 0.06% 141
2018
Q3 		$317K Sell
7,274
-400
-5% -$18.4K 0.07% 124
2018
Q2 		$355K Hold
7,674
– – 0.09% 118
2018
Q1 		$343K Sell
7,674
-425
-5% -$18.9K 0.09% 120
2017
Q4 		$389K Sell
8,099
-365
-4% -$18.6K 0.1% 117
2017
Q3 		$416K Hold
8,464
– – 0.11% 116
2017
Q2 		$405K Hold
8,464
– – 0.11% 116
2017
Q1 		$421K Sell
8,464
-230
-3% -$11.4K 0.12% 115
2016
Q4 		$428K Sell
8,694
-257
-3% -$12.6K 0.13% 114
2016
Q3 		$459K Sell
8,951
-665
-7% -$35K 0.14% 108
2016
Q2 		$516K Sell
9,616
-1,587
-14% -$79.8K 0.17% 101
2016
Q1 		$580K Hold
11,203
– – 0.19% 99
2015
Q4 		$524K Hold
11,203
– – 0.16% 107
2015
Q3 		$501K Sell
11,203
-1,075
-9% -$47.2K 0.16% 105
2015
Q2 		$514K Hold
12,278
– – 0.16% 100
2015
Q1 		$544K Buy
12,278
+50
+0.4% +$2.38K 0.18% 92
2014
Q4 		$601K Buy
12,228
+975
+9% +$46K 0.25% 76
2014
Q3 		$491K Buy
11,253
+2,739
+32% +$120K 0.21% 84
2014
Q2 		$386K Buy
8,514
+36
+0.4% +$1.59K 0.17% 87
2014
Q1 		$373K Buy
8,478
+620
+8% +$26K 0.16% 93
2013
Q4 		$323K Buy
7,858
+1,025
+15% +$42.3K 0.14% 101
2013
Q3 		$281K Buy
6,833
+2,032
+42% +$87.5K 0.14% 104
2013
Q2 		$212K Buy
+4,801
New +$221K 0.1% 115

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Hudson Valley Investment Advisors's SO Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $35.5K and leaving 18,133 shares worth $1.74M. The position accounts for 0.21% of the portfolio, ranked #83.

Hudson Valley Investment Advisors first reported a position in SO in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.91M in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hudson Valley Investment Advisors held 18,133 shares of Southern Company worth $1.74M as of Q2 2026.
  • Hudson Valley Investment Advisors sold 377 Southern Company shares in Q2 2026, an estimated $35.5K.
  • Southern Company made up 0.21% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #83 holding.
  • Hudson Valley Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 43 quarters since.
  • Hudson Valley Investment Advisors's Southern Company position peaked at $1.91M in Q3 2025.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.