Institute for Wealth Management’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 | $336K | Sell |
3,507
-106
| -3% | -$9.98K | 0.03% | 406 |
|
|
2026
Q1 | $349K | Sell |
3,613
-232
| -6% | -$21.5K | 0.04% | 392 |
|
|
2025
Q4 | $335K | Sell |
3,845
-9
| -0.2% | -$822 | 0.04% | 408 |
|
|
2025
Q3 | $365K | Buy |
3,854
+1
| +0% | +$93 | 0.04% | 398 |
|
|
2025
Q2 | $354K | Sell |
3,853
-32
| -0.8% | -$2.87K | 0.04% | 389 |
|
|
2025
Q1 | $357K | Sell |
3,885
-99
| -2% | -$8.57K | 0.05% | 374 |
|
|
2024
Q4 | $328K | Sell |
3,984
-1
| -0% | -$88 | 0.04% | 378 |
|
|
2024
Q3 | $359K | Sell |
3,985
-235
| -6% | -$20.1K | 0.05% | 368 |
|
|
2024
Q2 | $327K | Buy |
4,220
+25
| +0.6% | +$1.9K | 0.04% | 372 |
|
|
2024
Q1 | $301K | Sell |
4,195
-230
| -5% | -$15.9K | 0.04% | 387 |
|
|
2023
Q4 | $310K | Sell |
4,425
-106
| -2% | -$7.28K | 0.05% | 365 |
|
|
2023
Q3 | $293K | Hold |
4,531
| – | – | 0.05% | 354 |
|
|
2023
Q2 | $318K | Buy |
4,531
+2
| +0% | +$143 | 0.05% | 352 |
|
|
2023
Q1 | $315K | Buy |
4,529
+1
| +0% | +$67 | 0.06% | 336 |
|
|
2022
Q4 | $323K | Sell |
4,528
-230
| -5% | -$15.4K | 0.07% | 336 |
|
|
2022
Q3 | $324K | Buy |
4,758
+1
| +0% | +$76 | 0.07% | 323 |
|
|
2022
Q2 | $339K | Buy |
4,757
+1
| +0% | +$73 | 0.07% | 365 |
|
|
2022
Q1 | $345K | Buy |
4,756
+3
| +0.1% | +$203 | 0.06% | 382 |
|
|
2021
Q4 | $326K | Sell |
4,753
-15
| -0.3% | -$956 | 0.05% | 362 |
|
|
2021
Q3 | $295K | Sell |
4,768
-83
| -2% | -$5.34K | 0.05% | 381 |
|
|
2021
Q2 | $294K | Sell |
4,851
-23
| -0.5% | -$1.47K | 0.05% | 380 |
|
|
2021
Q1 | $303K | Sell |
4,874
-68
| -1% | -$4.07K | 0.06% | 358 |
|
|
2020
Q4 | $304K | Buy |
4,942
+159
| +3% | +$9.56K | 0.06% | 347 |
|
|
2020
Q3 | $259K | Sell |
4,783
-2,793
| -37% | -$149K | 0.06% | 346 |
|
|
2020
Q2 | $393K | Buy |
7,576
+8
| +0.1% | +$445 | 0.1% | 280 |
|
|
2020
Q1 | $410K | Sell |
7,568
-223
| -3% | -$14.1K | 0.13% | 220 |
|
|
2019
Q4 | $496K | Sell |
7,791
-411
| -5% | -$25.5K | 0.11% | 252 |
|
|
2019
Q3 | $507K | Sell |
8,202
-3,660
| -31% | -$212K | 0.13% | 235 |
|
|
2019
Q2 | $656K | Buy |
11,862
+297
| +3% | +$15.9K | 0.15% | 212 |
|
|
2019
Q1 | $598K | Buy |
+11,565
| New | +$567K | 0.13% | 213 |
|
|
2018
Q4 | – | Sell |
-13,120
| Closed | -$559K | – | 335 |
|
|
2018
Q3 | $559K | Sell |
13,120
-470
| -3% | -$21.7K | 0.19% | 151 |
|
|
2018
Q2 | $631K | Sell |
13,590
-499
| -4% | -$22.3K | 0.2% | 145 |
|
|
2018
Q1 | $652K | Buy |
+14,089
| New | +$625K | 0.19% | 167 |
|
|
2017
Q4 | – | Sell |
-14,331
| Closed | -$711K | – | 417 |
|
|
2017
Q3 | $711K | Sell |
14,331
-469
| -3% | -$22.7K | 0.23% | 150 |
|
|
2017
Q2 | $703K | Buy |
+14,800
| New | +$742K | 0.19% | 172 |
|
Other funds holding SO
Institute for Wealth Management's SO Position: Q2 2026 in Review
Institute for Wealth Management reduced its Southern Company (SO) stake by 2.9% in Q2 2026, selling an estimated $9.98K and leaving 3,507 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #406.
Institute for Wealth Management first reported a position in SO in Q2 2017 and has held it in 35 quarters since. The position peaked at $711K in Q3 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Institute for Wealth Management held 3,507 shares of Southern Company worth $336K as of Q2 2026.
- Institute for Wealth Management sold 106 Southern Company shares in Q2 2026, an estimated $9.98K.
- Southern Company made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #406 holding.
- Institute for Wealth Management first reported a position in Southern Company in Q2 2017 and has held it in 35 quarters since.
- Institute for Wealth Management's Southern Company position peaked at $711K in Q3 2017.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.