Investors Research Corp’s Southern Company SO Stock Holding History

Investors Research Corp’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	$543K	Sell	5,676 -54	-0.9%	-$5.08K	0.1%	165
2026 Q1	$553K	Hold	5,730	–	–	0.11%	171
2025 Q4	$500K	Sell	5,730 -1,500	-21%	-$137K	0.09%	200
2025 Q3	$685K	Buy	7,230 +1,607	+29%	+$150K	0.13%	163
2025 Q2	$516K	Buy	5,623 +5,353	+1,983%	+$481K	0.1%	198
2025 Q1	$24.8K	Buy	270 +216	+400%	+$18.7K	0.01%	549
2024 Q4	$4.45K	Buy	+54	New	+$4.74K	﹤0.01%	775
2019 Q2	–	Sell	-18,562	Closed	-$959K	–	1086
2019 Q1	$959K	Sell	18,562 -200	-1%	-$9.8K	0.51%	45
2018 Q4	$824K	Hold	18,762	–	–	0.58%	45
2018 Q3	$818K	Buy	18,762 +148	+0.8%	+$6.82K	0.47%	61
2018 Q2	$862K	Buy	18,614 +1,102	+6%	+$49.3K	0.5%	51
2018 Q1	$782K	Buy	+17,512	New	+$777K	0.48%	59

Other funds holding SO

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investors Research Corp's SO Position: Q2 2026 in Review

Investors Research Corp reduced its Southern Company (SO) stake by 0.94% in Q2 2026, selling an estimated $5.08K and leaving 5,676 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #165.

Investors Research Corp first reported a position in SO in Q1 2018 and has held it in 12 quarters since. The position peaked at $959K in Q1 2019. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Investors Research Corp held 5,676 shares of Southern Company worth $543K as of Q2 2026.
Investors Research Corp sold 54 Southern Company shares in Q2 2026, an estimated $5.08K.
Southern Company made up 0.1% of Investors Research Corp's portfolio in Q2 2026, its #165 holding.
Investors Research Corp first reported a position in Southern Company in Q1 2018 and has held it in 12 quarters since.
Investors Research Corp's Southern Company position peaked at $959K in Q1 2019.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.