McIlrath & Eck’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
Q1 | $8.3K | Hold |
86
| – | – | ﹤0.01% | 1101 |
|
|
2025
Q4 | $7.5K | Sell |
86
-264
| -75% | -$24.1K | ﹤0.01% | 710 |
|
|
2025
Q3 | $33.2K | Hold |
350
| – | – | ﹤0.01% | 402 |
|
|
2025
Q2 | $32.1K | Hold |
350
| – | – | ﹤0.01% | 398 |
|
|
2025
Q1 | $32.2K | Sell |
350
-25
| -7% | -$2.16K | ﹤0.01% | 392 |
|
|
2024
Q4 | $30.9K | Sell |
375
-730
| -66% | -$64K | ﹤0.01% | 405 |
|
|
2024
Q3 | $99.6K | Sell |
1,105
-337
| -23% | -$28.8K | 0.01% | 191 |
|
|
2024
Q2 | $112K | Hold |
1,442
| – | – | 0.02% | 158 |
|
|
2024
Q1 | $103K | Buy |
1,442
+124
| +9% | +$8.56K | 0.02% | 170 |
|
|
2023
Q4 | $92.4K | Buy |
1,318
+535
| +68% | +$36.7K | 0.02% | 176 |
|
|
2023
Q3 | $50.7K | Hold |
783
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $55K | Sell |
783
-80
| -9% | -$5.74K | 0.01% | 239 |
|
|
2023
Q1 | $60K | Hold |
863
| – | – | 0.01% | 220 |
|
|
2022
Q4 | $61.6K | Hold |
863
| – | – | 0.02% | 211 |
|
|
2022
Q3 | $59K | Hold |
863
| – | – | 0.02% | 218 |
|
|
2022
Q2 | $62K | Sell |
863
-100
| -10% | -$7.34K | 0.02% | 201 |
|
|
2022
Q1 | $70K | Hold |
963
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $66K | Buy |
963
+62
| +7% | +$3.95K | 0.02% | 207 |
|
|
2021
Q3 | $56K | Sell |
901
-161
| -15% | -$10.4K | 0.02% | 219 |
|
|
2021
Q2 | $64K | Sell |
1,062
-73
| -6% | -$4.67K | 0.02% | 207 |
|
|
2021
Q1 | $71K | Sell |
1,135
-480
| -30% | -$28.7K | 0.02% | 159 |
|
|
2020
Q4 | $99K | Buy |
1,615
+858
| +113% | +$51.6K | 0.04% | 103 |
|
|
2020
Q3 | $41K | Hold |
757
| – | – | 0.02% | 170 |
|
|
2020
Q2 | $39K | Buy |
757
+480
| +173% | +$26.7K | 0.02% | 157 |
|
|
2020
Q1 | $15K | Hold |
277
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $18K | Hold |
277
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $17K | Hold |
277
| – | – | 0.01% | 249 |
|
|
2019
Q2 | $14K | Hold |
277
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $14K | Hold |
277
| – | – | 0.01% | 265 |
|
|
2018
Q4 | $12K | Buy |
277
+227
| +454% | +$10.3K | 0.01% | 262 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 474 |
|
|
2018
Q2 | $2K | Buy |
+50
| New | +$2.24K | ﹤0.01% | 458 |
|
Other funds holding SO
McIlrath & Eck's SO Position: Q1 2026 in Review
McIlrath & Eck held its Southern Company (SO) position steady in Q1 2026 at 86 shares worth $8.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.
McIlrath & Eck first reported a position in SO in Q2 2018 and has held it in 32 quarters since. The position peaked at $112K in Q2 2024. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- McIlrath & Eck held 86 shares of Southern Company worth $8.3K as of Q1 2026.
- McIlrath & Eck left its Southern Company share count unchanged in Q1 2026.
- Southern Company made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1101 holding.
- McIlrath & Eck first reported a position in Southern Company in Q2 2018 and has held it in 32 quarters since.
- McIlrath & Eck's Southern Company position peaked at $112K in Q2 2024.
- 2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.