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Investment House LLC’s Southern Company SO Stock Holding History

Investment House LLC’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 		$392K Sell
4,100
-358
-8% -$33.7K 0.02% 187
2026
Q1 		$430K Hold
4,458
– – 0.02% 177
2025
Q4 		$389K Hold
4,458
– – 0.02% 181
2025
Q3 		$423K Hold
4,458
– – 0.02% 190
2025
Q2 		$409K Hold
4,458
– – 0.02% 186
2025
Q1 		$410K Hold
4,458
– – 0.02% 186
2024
Q4 		$367K Hold
4,458
– – 0.02% 178
2024
Q3 		$402K Buy
4,458
+3
+0.1% +$256 0.02% 177
2024
Q2 		$346K Buy
4,455
+3
+0.1% +$227 0.02% 176
2024
Q1 		$319K Buy
4,452
+28
+0.6% +$1.93K 0.02% 186
2023
Q4 		$310K Buy
4,424
+3
+0.1% +$206 0.02% 171
2023
Q3 		$286K Buy
4,421
+3
+0.1% +$208 0.02% 165
2023
Q2 		$310K Buy
4,418
+4
+0.1% +$287 0.02% 168
2023
Q1 		$307K Buy
4,414
+3
+0.1% +$202 0.03% 168
2022
Q4 		$315K Buy
4,411
+3
+0.1% +$201 0.03% 152
2022
Q3 		$300K Buy
4,408
+3
+0.1% +$227 0.03% 156
2022
Q2 		$314K Buy
4,405
+2
+0% +$147 0.03% 143
2022
Q1 		$319K Buy
4,403
+3
+0.1% +$203 0.02% 157
2021
Q4 		$302K Buy
4,400
+3
+0.1% +$191 0.02% 161
2021
Q3 		$272K Buy
4,397
+3
+0.1% +$193 0.02% 169
2021
Q2 		$265K Buy
4,394
+3
+0.1% +$192 0.02% 179
2021
Q1 		$273K Buy
4,391
+4
+0.1% +$239 0.02% 175
2020
Q4 		$270K Buy
4,387
+2
+0% +$120 0.02% 197
2020
Q3 		$238K Buy
4,385
+4
+0.1% +$214 0.02% 187
2020
Q2 		$227K Buy
4,381
+3
+0.1% +$167 0.02% 177
2020
Q1 		$237K Buy
4,378
+2
+0% +$127 0.03% 156
2019
Q4 		$279K Sell
4,376
-172
-4% -$10.7K 0.03% 193
2019
Q3 		$281K Sell
4,548
-122
-3% -$7.07K 0.03% 170
2019
Q2 		$258K Buy
4,670
+303
+7% +$16.2K 0.03% 170
2019
Q1 		$226K Buy
+4,367
New +$214K 0.02% 177
2018
Q3 		– Sell
-4,357
Closed -$202K – 199
2018
Q2 		$202K Buy
+4,357
New +$195K 0.02% 190
2018
Q1 		– Sell
-4,725
Closed -$227K – 197
2017
Q4 		$227K Buy
4,725
+2
+0% +$102 0.03% 178
2017
Q3 		$232K Buy
4,723
+3
+0.1% +$145 0.03% 173
2017
Q2 		$226K Buy
4,720
+3
+0.1% +$150 0.03% 183
2017
Q1 		$235K Buy
4,717
+3
+0.1% +$148 0.03% 180
2016
Q4 		$232K Sell
4,714
-798
-14% -$39.2K 0.04% 172
2016
Q3 		$283K Sell
5,512
-50
-0.9% -$2.63K 0.04% 165
2016
Q2 		$298K Buy
5,562
+56
+1% +$2.82K 0.05% 160
2016
Q1 		$285K Buy
5,506
+2
+0% +$97 0.05% 161
2015
Q4 		$258K Buy
5,504
+3
+0.1% +$136 0.04% 152
2015
Q3 		$246K Buy
5,501
+3
+0.1% +$132 0.04% 145
2015
Q2 		$230K Buy
5,498
+3
+0.1% +$131 0.04% 154
2015
Q1 		$243K Buy
5,495
+3
+0.1% +$143 0.04% 145
2014
Q4 		$270K Buy
5,492
+1
+0% +$47 0.04% 143
2014
Q3 		$240K Buy
5,491
+3
+0.1% +$132 0.04% 144
2014
Q2 		$249K Buy
5,488
+2
+0% +$88 0.04% 141
2014
Q1 		$241K Buy
5,486
+3
+0.1% +$126 0.04% 139
2013
Q4 		$225K Sell
5,483
-1,722
-24% -$71.1K 0.04% 140
2013
Q3 		$297K Buy
7,205
+2
+0% +$86 0.06% 127
2013
Q2 		$318K Buy
+7,203
New +$331K 0.07% 117

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

Investment House LLC's SO Position: Q2 2026 in Review

Investment House LLC reduced its Southern Company (SO) stake by 8% in Q2 2026, selling an estimated $33.7K and leaving 4,100 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #187.

Investment House LLC first reported a position in SO in Q2 2013 and has held it in 50 quarters since. The position peaked at $430K in Q1 2026. 1,151 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Investment House LLC held 4,100 shares of Southern Company worth $392K as of Q2 2026.
  • Investment House LLC sold 358 Southern Company shares in Q2 2026, an estimated $33.7K.
  • Southern Company made up 0.02% of Investment House LLC's portfolio in Q2 2026, its #187 holding.
  • Investment House LLC first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
  • Investment House LLC's Southern Company position peaked at $430K in Q1 2026.
  • 1,151 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.