Jones Financial Companies’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $93.7M | Buy |
964,398
+172,374
| +22% | +$16.2M | 0.04% | 259 |
|
|
2026
Q1 | $75.7M | Buy |
792,024
+604,372
| +322% | +$55.9M | 0.04% | 252 |
|
|
2025
Q4 | $16.4M | Buy |
187,652
+23,064
| +14% | +$2.11M | 0.01% | 358 |
|
|
2025
Q3 | $15.6M | Buy |
164,588
+22,264
| +16% | +$2.08M | 0.01% | 334 |
|
|
2025
Q2 | $12.9M | Buy |
142,324
+19,381
| +16% | +$1.74M | 0.01% | 323 |
|
|
2025
Q1 | $11.2M | Buy |
122,943
+30,768
| +33% | +$2.66M | 0.01% | 299 |
|
|
2024
Q4 | $7.59M | Buy |
92,175
+35,103
| +62% | +$3.08M | 0.01% | 300 |
|
|
2024
Q3 | $5.14M | Buy |
57,072
+27,218
| +91% | +$2.32M | 0.01% | 291 |
|
|
2024
Q2 | $2.32M | Buy |
29,854
+20,813
| +230% | +$1.58M | ﹤0.01% | 289 |
|
|
2024
Q1 | $649K | Buy |
9,041
+4,590
| +103% | +$317K | ﹤0.01% | 303 |
|
|
2023
Q4 | $312K | Buy |
4,451
+98
| +2% | +$6.73K | ﹤0.01% | 278 |
|
|
2023
Q3 | $282K | Buy |
4,353
+392
| +10% | +$27.2K | ﹤0.01% | 241 |
|
|
2023
Q2 | $278K | Sell |
3,961
-871
| -18% | -$62.5K | ﹤0.01% | 245 |
|
|
2023
Q1 | $336K | Buy |
4,832
+374
| +8% | +$25.2K | ﹤0.01% | 235 |
|
|
2022
Q4 | $318K | Buy |
4,458
+306
| +7% | +$20.5K | ﹤0.01% | 232 |
|
|
2022
Q3 | $282K | Sell |
4,152
-2,652
| -39% | -$201K | ﹤0.01% | 217 |
|
|
2022
Q2 | $485K | Sell |
6,804
-2,380
| -26% | -$175K | ﹤0.01% | 192 |
|
|
2022
Q1 | $666K | Buy |
9,184
+1,896
| +26% | +$128K | ﹤0.01% | 179 |
|
|
2021
Q4 | $500K | Sell |
7,288
-445
| -6% | -$28.4K | ﹤0.01% | 184 |
|
|
2021
Q3 | $479K | Buy |
7,733
+2,617
| +51% | +$168K | ﹤0.01% | 177 |
|
|
2021
Q2 | $310K | Sell |
5,116
-996
| -16% | -$63.7K | ﹤0.01% | 197 |
|
|
2021
Q1 | $380K | Sell |
6,112
-4,109
| -40% | -$246K | ﹤0.01% | 185 |
|
|
2020
Q4 | $628K | Buy |
10,221
+1,727
| +20% | +$104K | ﹤0.01% | 156 |
|
|
2020
Q3 | $461K | Sell |
8,494
-3,464
| -29% | -$185K | ﹤0.01% | 165 |
|
|
2020
Q2 | $620K | Buy |
11,958
+4,203
| +54% | +$234K | ﹤0.01% | 151 |
|
|
2020
Q1 | $420K | Sell |
7,755
-3,468
| -31% | -$220K | ﹤0.01% | 164 |
|
|
2019
Q4 | $715K | Buy |
11,223
+770
| +7% | +$47.7K | ﹤0.01% | 158 |
|
|
2019
Q3 | $646K | Buy |
10,453
+2,989
| +40% | +$173K | ﹤0.01% | 156 |
|
|
2019
Q2 | $413K | Buy |
7,464
+1,382
| +23% | +$74K | ﹤0.01% | 171 |
|
|
2019
Q1 | $314K | Buy |
6,082
+1,185
| +24% | +$58.1K | ﹤0.01% | 185 |
|
|
2018
Q4 | $216K | Sell |
4,897
-100
| -2% | -$4.55K | ﹤0.01% | 200 |
|
|
2018
Q3 | $217K | Buy |
4,997
+400
| +9% | +$18.4K | ﹤0.01% | 200 |
|
|
2018
Q2 | $213K | Sell |
4,597
-678
| -13% | -$30.3K | ﹤0.01% | 200 |
|
|
2018
Q1 | $236K | Buy |
5,275
+239
| +5% | +$10.6K | ﹤0.01% | 201 |
|
|
2017
Q4 | $243K | Sell |
5,036
-2
| -0% | -$102 | ﹤0.01% | 213 |
|
|
2017
Q3 | $247K | Buy |
5,038
+6
| +0.1% | +$291 | ﹤0.01% | 198 |
|
|
2017
Q2 | $241K | Sell |
5,032
-1,168
| -19% | -$58.6K | ﹤0.01% | 204 |
|
|
2017
Q1 | $309K | Buy |
+6,200
| New | +$306K | ﹤0.01% | 195 |
|
|
2014
Q3 | – | Sell |
-6,812
| Closed | -$309K | – | 226 |
|
|
2014
Q2 | $309K | Buy |
+6,812
| New | +$301K | ﹤0.01% | 207 |
|
|
2013
Q4 | – | Sell |
-775
| Closed | -$32K | – | 491 |
|
|
2013
Q3 | $32K | Buy |
775
+54
| +7% | +$2.33K | ﹤0.01% | 363 |
|
|
2013
Q2 | $32K | Buy |
+721
| New | +$33.2K | ﹤0.01% | 378 |
|
Other funds holding SO
Jones Financial Companies's SO Position: Q2 2026 in Review
Jones Financial Companies increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $16.2M and bringing the position to 964,398 shares worth $93.7M. The position accounts for 0.04% of the portfolio, ranked #259.
Jones Financial Companies first reported a position in SO in Q2 2013 and has held it in 41 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Jones Financial Companies held 964,398 shares of Southern Company worth $93.7M as of Q2 2026.
- Jones Financial Companies bought 172,374 Southern Company shares in Q2 2026, an estimated $16.2M.
- Southern Company made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #259 holding.
- Jones Financial Companies first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.