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Jackson Grant Investment Advisers’s Southern Company SO Stock Holding History

Jackson Grant Investment Advisers’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 		$221K Buy
2,311
+16
+0.7% +$1.51K 0.07% 111
2026
Q1 		$221K Buy
2,295
+15
+0.7% +$1.39K 0.07% 112
2025
Q4 		$199K Buy
2,280
+217
+11% +$19.8K 0.07% 114
2025
Q3 		$196K Buy
2,063
+15
+0.7% +$1.4K 0.07% 114
2025
Q2 		$188K Buy
2,048
+16
+0.8% +$1.44K 0.07% 106
2025
Q1 		$187K Buy
2,032
+15
+0.7% +$1.3K 0.07% 108
2024
Q4 		$166K Buy
2,017
+15
+0.7% +$1.32K 0.06% 112
2024
Q3 		$181K Buy
2,002
+15
+0.8% +$1.28K 0.07% 109
2024
Q2 		$154K Buy
1,987
+17
+0.9% +$1.29K 0.06% 117
2024
Q1 		$141K Buy
1,970
+19
+1% +$1.31K 0.06% 124
2023
Q4 		$137K Buy
1,951
+17
+0.9% +$1.17K 0.06% 123
2023
Q3 		$125K Buy
1,934
+18
+0.9% +$1.25K 0.06% 123
2023
Q2 		$135K Buy
1,916
+18
+0.9% +$1.29K 0.06% 122
2023
Q1 		$132K Buy
1,898
+87
+5% +$5.86K 0.06% 129
2022
Q4 		$129K Buy
1,811
+18
+1% +$1.2K 0.06% 124
2022
Q3 		$122K Buy
1,793
+15
+0.8% +$1.14K 0.06% 121
2022
Q2 		$127K Buy
1,778
+15
+0.9% +$1.1K 0.06% 124
2022
Q1 		$128K Buy
+1,763
New +$119K 0.05% 136
2021
Q4 		– Sell
-1,728
Closed -$107K – 296
2021
Q3 		$107K Buy
1,728
+16
+0.9% +$1.03K 0.05% 144
2021
Q2 		$104K Buy
1,712
+17
+1% +$1.09K 0.05% 142
2021
Q1 		$105K Buy
1,695
+18
+1% +$1.08K 0.05% 142
2020
Q4 		$103K Buy
1,677
+16
+1% +$962 0.05% 131
2020
Q3 		$90K Buy
1,661
+19
+1% +$1.01K 0.05% 116
2020
Q2 		$85K Buy
1,642
+17
+1% +$945 0.05% 118
2020
Q1 		$88K Buy
1,625
+15
+0.9% +$950 0.06% 110
2019
Q4 		$103K Buy
1,610
+15
+0.9% +$930 0.06% 122
2019
Q3 		$99K Buy
1,595
+16
+1% +$927 0.06% 121
2019
Q2 		$87K Buy
1,579
+17
+1% +$910 0.05% 124
2019
Q1 		$81K Buy
1,562
+17
+1% +$833 0.05% 123
2018
Q4 		$68K Buy
1,545
+88
+6% +$4K 0.05% 131
2018
Q3 		$64K Buy
1,457
+19
+1% +$876 0.04% 136
2018
Q2 		$67K Buy
1,438
+19
+1% +$850 0.05% 134
2018
Q1 		$63K Sell
1,419
-992
-41% -$44K 0.04% 134
2017
Q4 		$116K Buy
2,411
+27
+1% +$1.38K 0.08% 105
2017
Q3 		$117K Sell
2,384
-933
-28% -$45.2K 0.08% 100
2017
Q2 		$159K Buy
3,317
+38
+1% +$1.91K 0.12% 80
2017
Q1 		$163K Buy
3,279
+36
+1% +$1.78K 0.13% 77
2016
Q4 		$160K Sell
3,243
-163
-5% -$8.01K 0.14% 75
2016
Q3 		$175K Buy
3,406
+37
+1% +$1.95K 0.14% 65
2016
Q2 		$181K Buy
3,369
+38
+1% +$1.91K 0.16% 58
2016
Q1 		$172K Buy
3,331
+3
+0.1% +$146 0.16% 61
2015
Q4 		$156K Buy
+3,328
New +$151K 0.15% 64

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

Jackson Grant Investment Advisers's SO Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Southern Company (SO) stake by 0.7% in Q2 2026, buying an estimated $1.51K and bringing the position to 2,311 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #111.

Jackson Grant Investment Advisers first reported a position in SO in Q4 2015 and has held it in 42 quarters since. The position peaked at $221K in Q1 2026. 1,142 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,311 shares of Southern Company worth $221K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 16 Southern Company shares in Q2 2026, an estimated $1.51K.
  • Southern Company made up 0.07% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #111 holding.
  • Jackson Grant Investment Advisers first reported a position in Southern Company in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Southern Company position peaked at $221K in Q1 2026.
  • 1,142 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.