Mercer Global Advisors’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 | $23.9M | Buy |
249,562
+13,696
| +6% | +$1.29M | 0.03% | 313 |
|
|
2026
Q1 | $22.8M | Sell |
235,866
-13,808
| -6% | -$1.28M | 0.03% | 296 |
|
|
2025
Q4 | $21.8M | Buy |
249,674
+6,566
| +3% | +$599K | 0.03% | 319 |
|
|
2025
Q3 | $23M | Buy |
243,108
+1,637
| +0.7% | +$153K | 0.04% | 281 |
|
|
2025
Q2 | $22.2M | Sell |
241,471
-281
| -0.1% | -$25.2K | 0.05% | 229 |
|
|
2025
Q1 | $22.2M | Buy |
241,752
+6,152
| +3% | +$533K | 0.05% | 204 |
|
|
2024
Q4 | $19.4M | Sell |
235,600
-20,638
| -8% | -$1.81M | 0.05% | 218 |
|
|
2024
Q3 | $23.3M | Buy |
256,238
+4,761
| +2% | +$407K | 0.05% | 194 |
|
|
2024
Q2 | $17.5M | Buy |
251,477
+15,362
| +7% | +$1.16M | 0.05% | 210 |
|
|
2024
Q1 | $17M | Buy |
236,115
+61,510
| +35% | +$4.25M | 0.05% | 218 |
|
|
2023
Q4 | $12.2M | Buy |
174,605
+4,413
| +3% | +$303K | 0.04% | 268 |
|
|
2023
Q3 | $11M | Buy |
170,192
+9,429
| +6% | +$654K | 0.04% | 255 |
|
|
2023
Q2 | $11.3M | Buy |
160,763
+10,226
| +7% | +$733K | 0.04% | 261 |
|
|
2023
Q1 | $10.5M | Buy |
150,537
+18,412
| +14% | +$1.24M | 0.05% | 261 |
|
|
2022
Q4 | $9.44M | Buy |
132,125
+10,796
| +9% | +$722K | 0.05% | 277 |
|
|
2022
Q3 | $8.25M | Buy |
121,329
+15,977
| +15% | +$1.21M | 0.05% | 265 |
|
|
2022
Q2 | $7.51M | Buy |
105,352
+15,674
| +17% | +$1.15M | 0.05% | 272 |
|
|
2022
Q1 | $6.5M | Buy |
89,678
+1,388
| +2% | +$94K | 0.04% | 318 |
|
|
2021
Q4 | $6.05M | Sell |
88,290
-346
| -0.4% | -$22.1K | 0.04% | 327 |
|
|
2021
Q3 | $5.49M | Buy |
88,636
+14,642
| +20% | +$943K | 0.04% | 325 |
|
|
2021
Q2 | $4.48M | Sell |
73,994
-3,187
| -4% | -$204K | 0.03% | 346 |
|
|
2021
Q1 | $4.8M | Buy |
77,181
+36,080
| +88% | +$2.16M | 0.04% | 304 |
|
|
2020
Q4 | $2.52M | Sell |
41,101
-7,734
| -16% | -$465K | 0.03% | 370 |
|
|
2020
Q3 | $2.65M | Buy |
48,835
+5,368
| +12% | +$287K | 0.04% | 313 |
|
|
2020
Q2 | $2.25M | Sell |
43,467
-506
| -1% | -$28.1K | 0.04% | 303 |
|
|
2020
Q1 | $2.38M | Sell |
43,973
-31,101
| -41% | -$1.97M | 0.05% | 290 |
|
|
2019
Q4 | $4.78M | Sell |
75,074
-8,848
| -11% | -$548K | 0.1% | 178 |
|
|
2019
Q3 | $5.18M | Sell |
83,922
-8,234
| -9% | -$477K | 0.12% | 148 |
|
|
2019
Q2 | $5.09M | Buy |
92,156
+690
| +0.8% | +$36.9K | 0.14% | 135 |
|
|
2019
Q1 | $4.73M | Buy |
+91,466
| New | +$4.48M | 0.17% | 111 |
|
Other funds holding SO
Mercer Global Advisors's SO Position: Q2 2026 in Review
Mercer Global Advisors increased its Southern Company (SO) stake by 5.8% in Q2 2026, buying an estimated $1.29M and bringing the position to 249,562 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #313.
Mercer Global Advisors first reported a position in SO in Q1 2019 and has held it in 30 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Mercer Global Advisors held 249,562 shares of Southern Company worth $23.9M as of Q2 2026.
- Mercer Global Advisors bought 13,696 Southern Company shares in Q2 2026, an estimated $1.29M.
- Southern Company made up 0.03% of Mercer Global Advisors's portfolio in Q2 2026, its #313 holding.
- Mercer Global Advisors first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.