IFP 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
Q2 | $3.39M | Buy |
35,414
+1,129
| +3% | +$106K | 0.06% | 349 |
|
|
2026
Q1 | $3.31M | Sell |
34,285
-2,829
| -8% | -$262K | 0.07% | 316 |
|
|
2025
Q4 | $3.24M | Buy |
37,114
+24,790
| +201% | +$2.26M | 0.07% | 297 |
|
|
2025
Q3 | $1.17M | Buy |
12,324
+118
| +1% | +$11K | 0.03% | 541 |
|
|
2025
Q2 | $1.15M | Sell |
12,206
-418
| -3% | -$37.5K | 0.03% | 540 |
|
|
2025
Q1 | $1.17M | Sell |
12,624
-1,396
| -10% | -$121K | 0.04% | 513 |
|
|
2024
Q4 | $1.16M | Buy |
14,020
+896
| +7% | +$78.6K | 0.04% | 490 |
|
|
2024
Q3 | $1.18M | Sell |
13,124
-17,093
| -57% | -$1.46M | 0.04% | 435 |
|
|
2024
Q2 | $2.34M | Sell |
30,217
-1,508
| -5% | -$114K | 0.09% | 230 |
|
|
2024
Q1 | $2.28M | Buy |
31,725
+16,326
| +106% | +$1.13M | 0.1% | 226 |
|
|
2023
Q4 | $1.08M | Sell |
15,399
-7,358
| -32% | -$505K | 0.05% | 375 |
|
|
2023
Q3 | $1.47M | Buy |
22,757
+3,465
| +18% | +$240K | 0.07% | 302 |
|
|
2023
Q2 | $1.36M | Sell |
19,292
-739
| -4% | -$53K | 0.06% | 346 |
|
|
2023
Q1 | $885K | Sell |
20,031
-28,943
| -59% | -$1.95M | 0.04% | 427 |
|
|
2022
Q4 | $2.17M | Buy |
48,974
+5,765
| +13% | +$385K | 0.06% | 353 |
|
|
2022
Q3 | $1.93M | Buy |
43,209
+858
| +2% | +$65K | 0.05% | 414 |
|
|
2022
Q2 | $1.89M | Hold |
42,351
| – | – | 0.06% | 364 |
|
|
2022
Q1 | $1.89M | Buy |
42,351
+23,534
| +125% | +$1.59M | 0.06% | 364 |
|
|
2021
Q4 | $1.29M | Buy |
18,817
+251
| +1% | +$16K | 0.03% | 346 |
|
|
2021
Q3 | $1.15M | Buy |
18,566
+1,236
| +7% | +$79.6K | 0.02% | 366 |
|
|
2021
Q2 | $1.05M | Buy |
17,330
+1,250
| +8% | +$79.9K | 0.02% | 366 |
|
|
2021
Q1 | $1M | Buy |
16,080
+720
| +5% | +$43.1K | 0.02% | 362 |
|
|
2020
Q4 | $943K | Sell |
15,360
-11,616
| -43% | -$698K | 0.04% | 365 |
|
|
2020
Q3 | $1.45M | Buy |
26,976
+100
| +0.4% | +$5.34K | 0.09% | 224 |
|
|
2020
Q2 | $1.38M | Buy |
26,876
+11,690
| +77% | +$650K | 0.11% | 198 |
|
|
2020
Q1 | $840K | Sell |
15,186
-7,951
| -34% | -$504K | 0.08% | 242 |
|
|
2019
Q4 | $1.46M | Sell |
23,137
-8,513
| -27% | -$528K | 0.11% | 215 |
|
|
2019
Q3 | $1.95M | Buy |
+31,650
| New | +$1.83M | 0.13% | 172 |
|
|
2019
Q1 | $1.16M | Sell |
22,377
-26,485
| -54% | -$1.3M | 0.16% | 137 |
|
|
2018
Q4 | $2.15M | Sell |
48,862
-25,084
| -34% | -$1.14M | 0.13% | 176 |
|
|
2018
Q3 | $3.22M | Buy |
73,946
+405
| +0.6% | +$18.7K | 0.13% | 182 |
|
|
2018
Q2 | $3.41M | Buy |
73,541
+2,626
| +4% | +$118K | 0.14% | 165 |
|
|
2018
Q1 | $3.41M | Hold |
70,915
| – | – | 0.15% | 152 |
|
|
2017
Q4 | $3.41M | Sell |
70,915
-77,596
| -52% | -$3.95M | 0.15% | 152 |
|
|
2017
Q3 | $7.3M | Sell |
148,511
-8,391
| -5% | -$407K | 0.29% | 71 |
|
|
2017
Q2 | $7.51M | Buy |
156,902
+1,091
| +0.7% | +$54.7K | 0.32% | 60 |
|
|
2017
Q1 | $7.76M | Sell |
155,811
-2,596
| -2% | -$128K | 0.34% | 60 |
|
|
2016
Q4 | $7.79M | Buy |
158,407
+20,245
| +15% | +$995K | 0.38% | 52 |
|
|
2016
Q3 | $7.09M | Sell |
138,162
-4,348
| -3% | -$229K | 0.37% | 55 |
|
|
2016
Q2 | $7.64M | Buy |
142,510
+120,133
| +537% | +$6.04M | 0.43% | 45 |
|
|
2016
Q1 | $1.16M | Sell |
22,377
-101,600
| -82% | -$4.95M | 0.16% | 137 |
|
|
2015
Q4 | $5.8M | Buy |
+123,977
| New | +$5.62M | 0.39% | 54 |
|
Other funds holding SO
IFP Advisors's SO Position: Q2 2026 in Review
IFP Advisors increased its Southern Company (SO) stake by 3.3% in Q2 2026, buying an estimated $106K and bringing the position to 35,414 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #349.
IFP Advisors first reported a position in SO in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.79M in Q4 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- IFP Advisors held 35,414 shares of Southern Company worth $3.39M as of Q2 2026.
- IFP Advisors bought 1,129 Southern Company shares in Q2 2026, an estimated $106K.
- Southern Company made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #349 holding.
- IFP Advisors first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Southern Company position peaked at $7.79M in Q4 2016.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.