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J.W. Cole Advisors’s Southern Company SO Stock Holding History

J.W. Cole Advisors’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 		$7.48M Buy
+78,168
New +$7.36M 0.13% 167
2026
Q1 		– Sell
-85,860
Closed -$6.82M – 1375
2025
Q4 		$6.82M Sell
85,860
-7,447
-8% -$680K 0.17% 123
2025
Q3 		$8.84M Buy
93,307
+2,883
+3% +$269K 0.17% 120
2025
Q2 		$8.3M Buy
90,424
+6,932
+8% +$623K 0.18% 123
2025
Q1 		$7.68M Buy
83,492
+52,890
+173% +$4.58M 0.24% 83
2024
Q4 		$2.52M Buy
30,602
+403
+1% +$35.4K 0.1% 198
2024
Q3 		$2.72M Buy
30,199
+2,555
+9% +$218K 0.11% 185
2024
Q2 		$2.14M Buy
27,644
+359
+1% +$27.2K 0.1% 204
2024
Q1 		$1.96M Buy
27,285
+264
+1% +$18.2K 0.1% 213
2023
Q4 		$1.89M Buy
27,021
+3,646
+16% +$250K 0.11% 198
2023
Q3 		$1.51M Sell
23,375
-326
-1% -$22.6K 0.11% 195
2023
Q2 		$1.67M Sell
23,701
-1,200
-5% -$86.1K 0.12% 194
2023
Q1 		$1.73M Buy
24,901
+5,053
+25% +$340K 0.12% 192
2022
Q4 		$1.42M Sell
19,848
-1,084
-5% -$72.5K 0.11% 210
2022
Q3 		$1.42M Buy
20,932
+1,043
+5% +$79K 0.12% 203
2022
Q2 		$1.42M Buy
19,889
+698
+4% +$51.3K 0.11% 208
2022
Q1 		$1.39M Sell
19,191
-6,991
-27% -$473K 0.09% 233
2021
Q4 		$1.8M Buy
26,182
+43
+0.2% +$2.74K 0.12% 194
2021
Q3 		$1.62M Buy
26,139
+59
+0.2% +$3.8K 0.12% 118
2021
Q2 		$1.58M Sell
26,080
-1,423
-5% -$91K 0.12% 193
2021
Q1 		$1.71M Buy
27,503
+566
+2% +$33.9K 0.16% 151
2020
Q4 		$1.66M Sell
26,937
-36,561
-58% -$2.2M 0.17% 140
2020
Q3 		$3.44M Buy
63,498
+37,321
+143% +$1.99M 0.26% 89
2020
Q2 		$1.36M Buy
26,177
+17,106
+189% +$951K 0.2% 130
2020
Q1 		$491K Sell
9,071
-23,319
-72% -$1.48M 0.95% 30
2019
Q4 		$2.06M Buy
+32,390
New +$2.01M 0.26% 106

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

J.W. Cole Advisors's SO Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Southern Company (SO) in Q2 2026: 78,168 shares worth $7.48M. The stake represents 0.13% of the portfolio and ranks #167 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SO as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.84M in Q3 2025. 631 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • J.W. Cole Advisors held 78,168 shares of Southern Company worth $7.48M as of Q2 2026.
  • Southern Company was a new J.W. Cole Advisors position in Q2 2026.
  • Southern Company made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #167 holding.
  • J.W. Cole Advisors first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • J.W. Cole Advisors's Southern Company position peaked at $8.84M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.