JWBC
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J.W. Burns & Co’s Southern Company SO Stock Holding History

J.W. Burns & Co’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 		$1.25M Sell
13,025
-215
-2% -$20.2K 0.13% 92
2026
Q1 		$1.28M Sell
13,240
-1,216
-8% -$112K 0.15% 91
2025
Q4 		$1.26M Sell
14,456
-1,576
-10% -$144K 0.14% 90
2025
Q3 		$1.52M Sell
16,032
-825
-5% -$77K 0.17% 85
2025
Q2 		$1.55M Sell
16,857
-375
-2% -$33.7K 0.19% 83
2025
Q1 		$1.58M Sell
17,232
-79
-0.5% -$6.84K 0.21% 78
2024
Q4 		$1.43M Sell
17,311
-530
-3% -$46.5K 0.18% 84
2024
Q3 		$1.61M Sell
17,841
-700
-4% -$59.8K 0.21% 79
2024
Q2 		$1.44M Sell
18,541
-799
-4% -$60.5K 0.19% 78
2024
Q1 		$1.39M Sell
19,340
-1,075
-5% -$74.2K 0.19% 83
2023
Q4 		$1.43M Sell
20,415
-465
-2% -$31.9K 0.21% 80
2023
Q3 		$1.35M Sell
20,880
-675
-3% -$46.8K 0.22% 80
2023
Q2 		$1.51M Sell
21,555
-300
-1% -$21.5K 0.24% 73
2023
Q1 		$1.52M Sell
21,855
-127
-0.6% -$8.55K 0.26% 71
2022
Q4 		$1.57M Buy
21,982
+145
+0.7% +$9.7K 0.29% 65
2022
Q3 		$1.49M Buy
21,837
+675
+3% +$51.1K 0.29% 65
2022
Q2 		$1.51M Sell
21,162
-585
-3% -$43K 0.29% 68
2022
Q1 		$1.58M Sell
21,747
-1,925
-8% -$130K 0.25% 74
2021
Q4 		$1.62M Sell
23,672
-100
-0.4% -$6.38K 0.24% 77
2021
Q3 		$1.47M Sell
23,772
-683
-3% -$44K 0.23% 77
2021
Q2 		$1.48M Sell
24,455
-65
-0.3% -$4.16K 0.23% 79
2021
Q1 		$1.52M Sell
24,520
-56
-0.2% -$3.35K 0.26% 75
2020
Q4 		$1.51M Sell
24,576
-580
-2% -$34.9K 0.27% 73
2020
Q3 		$1.36M Sell
25,156
-2,570
-9% -$137K 0.27% 72
2020
Q2 		$1.44M Sell
27,726
-270
-1% -$15K 0.32% 70
2020
Q1 		$1.52M Sell
27,996
-515
-2% -$32.6K 0.41% 66
2019
Q4 		$1.82M Sell
28,511
-475
-2% -$29.4K 0.39% 70
2019
Q3 		$1.79M Sell
28,986
-238
-0.8% -$13.8K 0.41% 70
2019
Q2 		$1.62M Sell
29,224
-1,299
-4% -$69.5K 0.37% 71
2019
Q1 		$1.58M Sell
30,523
-645
-2% -$31.6K 0.38% 73
2018
Q4 		$1.37M Sell
31,168
-874
-3% -$39.7K 0.38% 74
2018
Q3 		$1.4M Buy
32,042
+343
+1% +$15.8K 0.33% 79
2018
Q2 		$1.47M Buy
31,699
+1,027
+3% +$46K 0.37% 77
2018
Q1 		$1.37M Sell
30,672
-1,054
-3% -$46.8K 0.35% 78
2017
Q4 		$1.53M Buy
31,726
+98
+0.3% +$4.99K 0.39% 75
2017
Q3 		$1.55M Sell
31,628
-565
-2% -$27.4K 0.41% 68
2017
Q2 		$1.54M Buy
32,193
+781
+2% +$39.2K 0.42% 70
2017
Q1 		$1.56M Buy
31,412
+2,335
+8% +$115K 0.43% 69
2016
Q4 		$1.43M Buy
29,077
+723
+3% +$35.5K 0.42% 68
2016
Q3 		$1.46M Buy
28,354
+35
+0.1% +$1.84K 0.45% 67
2016
Q2 		$1.52M Sell
28,319
-249
-0.9% -$12.5K 0.46% 65
2016
Q1 		$1.48M Buy
28,568
+875
+3% +$42.6K 0.47% 62
2015
Q4 		$1.3M Buy
27,693
+506
+2% +$22.9K 0.41% 70
2015
Q3 		$1.22M Sell
27,187
-899
-3% -$39.4K 0.42% 68
2015
Q2 		$1.18M Buy
28,086
+1,225
+5% +$53.4K 0.39% 70
2015
Q1 		$1.19M Buy
26,861
+2,866
+12% +$136K 0.39% 70
2014
Q4 		$1.18M Sell
23,995
-699
-3% -$33K 0.39% 68
2014
Q3 		$1.08M Buy
24,694
+450
+2% +$19.8K 0.36% 70
2014
Q2 		$1.1M Buy
24,244
+594
+3% +$26.3K 0.37% 69
2014
Q1 		$1.04M Buy
23,650
+839
+4% +$35.2K 0.37% 70
2013
Q4 		$938K Sell
22,811
-649
-3% -$26.8K 0.33% 74
2013
Q3 		$966K Buy
23,460
+2,110
+10% +$90.9K 0.37% 70
2013
Q2 		$942K Buy
+21,350
New +$982K 0.39% 67

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

J.W. Burns & Co's SO Position: Q2 2026 in Review

J.W. Burns & Co reduced its Southern Company (SO) stake by 1.6% in Q2 2026, selling an estimated $20.2K and leaving 13,025 shares worth $1.25M. The position accounts for 0.13% of the portfolio, ranked #92.

J.W. Burns & Co first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.82M in Q4 2019. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • J.W. Burns & Co held 13,025 shares of Southern Company worth $1.25M as of Q2 2026.
  • J.W. Burns & Co sold 215 Southern Company shares in Q2 2026, an estimated $20.2K.
  • Southern Company made up 0.13% of J.W. Burns & Co's portfolio in Q2 2026, its #92 holding.
  • J.W. Burns & Co first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • J.W. Burns & Co's Southern Company position peaked at $1.82M in Q4 2019.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.