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Mitchell Sinkler & Starr’s Southern Company SO Stock Holding History

Mitchell Sinkler & Starr’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 		$1.29M Hold
13,498
– – 0.54% 45
2026
Q1 		$1.3M Hold
13,498
– – 0.6% 42
2025
Q4 		$1.18M Hold
13,498
– – 0.53% 45
2025
Q3 		$1.28M Hold
13,498
– – 0.58% 43
2025
Q2 		$1.24M Sell
13,498
-800
-6% -$71.9K 0.59% 45
2025
Q1 		$1.31M Buy
14,298
+1,061
+8% +$91.8K 0.37% 58
2024
Q4 		$1.09M Sell
13,237
-4,492
-25% -$394K 0.29% 64
2024
Q3 		$1.4M Sell
17,729
-204
-1% -$17.4K 0.35% 61
2024
Q2 		$1.44M Buy
17,933
+3,140
+21% +$238K 0.37% 59
2024
Q1 		$1.06M Sell
14,793
-23,057
-61% -$1.59M 0.27% 74
2023
Q4 		$2.65M Buy
37,850
+11,607
+44% +$797K 0.48% 52
2023
Q3 		$1.7M Buy
26,243
+8,140
+45% +$565K 0.52% 45
2023
Q2 		$1.27M Hold
18,103
– – 0.36% 58
2023
Q1 		$1.26M Buy
18,103
+3,408
+23% +$229K 0.37% 55
2022
Q4 		$1.05M Buy
14,695
+700
+5% +$46.8K 0.34% 63
2022
Q3 		$952K Hold
13,995
– – 0.37% 60
2022
Q2 		$998K Buy
13,995
+230
+2% +$16.9K 0.37% 57
2022
Q1 		$998K Sell
13,765
-100
-0.7% -$6.77K 0.31% 63
2021
Q4 		$951K Hold
13,865
– – 0.28% 63
2021
Q3 		$859K Sell
13,865
-150
-1% -$9.66K 0.78% 49
2021
Q2 		$848K Sell
14,015
-555
-4% -$35.5K 0.77% 49
2021
Q1 		$906K Buy
14,570
+890
+7% +$53.3K 0.88% 41
2020
Q4 		$840K Sell
13,680
-500
-4% -$30.1K 0.8% 46
2020
Q3 		$769K Hold
14,180
– – 0.78% 44
2020
Q2 		$735K Hold
14,180
– – 0.83% 40
2020
Q1 		$768K Sell
14,180
-1,050
-7% -$66.5K 1% 36
2019
Q4 		$970K Hold
15,230
– – 1.03% 36
2019
Q3 		$941K Buy
15,230
+2,985
+24% +$173K 1.21% 32
2019
Q2 		$677K Sell
12,245
-1,160
-9% -$62.1K 0.77% 46
2019
Q1 		$693K Sell
13,405
-1,400
-9% -$68.6K 0.8% 47
2018
Q4 		$650K Hold
14,805
– – 0.8% 46
2018
Q3 		$645K Sell
14,805
-425
-3% -$19.6K 0.67% 52
2018
Q2 		$705K Buy
15,230
+275
+2% +$12.3K 0.78% 49
2018
Q1 		$668K Sell
14,955
-3,355
-18% -$149K 0.76% 51
2017
Q4 		$881K Sell
18,310
-300
-2% -$15.3K 1.3% 32
2017
Q3 		$914K Buy
18,610
+300
+2% +$14.5K 1.43% 31
2017
Q2 		$877K Sell
18,310
-2,425
-12% -$122K 1.44% 29
2017
Q1 		$1.03M Sell
20,735
-3,500
-14% -$173K 1.68% 23
2016
Q4 		$1.19M Sell
24,235
-1,000
-4% -$49.1K 1.67% 25
2016
Q3 		$1.29M Hold
25,235
– – 2.03% 18
2016
Q2 		$1.35M Sell
25,235
-710
-3% -$35.7K 1.84% 19
2016
Q1 		$1.34M Sell
25,945
-900
-3% -$43.8K 1.85% 19
2015
Q4 		$1.26M Sell
26,845
-4,400
-14% -$199K 1.71% 22
2015
Q3 		$1.4M Sell
31,245
-1,430
-4% -$62.7K 1.8% 20
2015
Q2 		$1.37M Sell
32,675
-5,415
-14% -$236K 1.62% 24
2015
Q1 		$1.69M Sell
38,090
-3,085
-7% -$147K 1.9% 19
2014
Q4 		$2.02M Sell
41,175
-1,340
-3% -$63.3K 2.26% 12
2014
Q3 		$1.86M Sell
42,515
-2,365
-5% -$104K 2.07% 13
2014
Q2 		$2.04M Hold
44,880
– – 2.19% 14
2014
Q1 		$1.97M Sell
44,880
-250
-0.6% -$10.5K 2.21% 14
2013
Q4 		$1.85M Sell
45,130
-1,800
-4% -$74.3K 2.08% 15
2013
Q3 		$1.93M Sell
46,930
-94,979
-67% -$4.09M 2.21% 16
2013
Q2 		$6.26M Buy
+141,909
New +$6.53M 1.37% 19

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
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
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

Mitchell Sinkler & Starr's SO Position: Q2 2026 in Review

Mitchell Sinkler & Starr held its Southern Company (SO) position steady in Q2 2026 at 13,498 shares worth $1.29M. The position accounts for 0.54% of the portfolio, ranked #45.

Mitchell Sinkler & Starr first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.26M in Q2 2013. 771 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mitchell Sinkler & Starr held 13,498 shares of Southern Company worth $1.29M as of Q2 2026.
  • Mitchell Sinkler & Starr left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.54% of Mitchell Sinkler & Starr's portfolio in Q2 2026, its #45 holding.
  • Mitchell Sinkler & Starr first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Mitchell Sinkler & Starr's Southern Company position peaked at $6.26M in Q2 2013.
  • 771 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mitchell Sinkler & Starr's 13F filing for Q2 2026, filed 21 Jul 2026.