Mogy Joel R Investment Counsel’s Southern Company SO Stock Holding History

Mogy Joel R Investment Counsel’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	$325K	Hold	3,400	–	–	0.02%	91
2026 Q1	$328K	Sell	3,400 -533	-14%	-$49.3K	0.02%	85
2025 Q4	$343K	Hold	3,933	–	–	0.02%	86
2025 Q3	$373K	Hold	3,933	–	–	0.02%	85
2025 Q2	$361K	Hold	3,933	–	–	0.02%	85
2025 Q1	$362K	Sell	3,933 -100	-2%	-$8.66K	0.02%	85
2024 Q4	$332K	Hold	4,033	–	–	0.02%	88
2024 Q3	$364K	Sell	4,033 -1,300	-24%	-$111K	0.02%	88
2024 Q2	$414K	Sell	5,333 -1,798	-25%	-$136K	0.03%	84
2024 Q1	$512K	Hold	7,131	–	–	0.03%	77
2023 Q4	$500K	Sell	7,131 -1,202	-14%	-$82.5K	0.04%	77
2023 Q3	$539K	Sell	8,333 -11,200	-57%	-$777K	0.05%	79
2023 Q2	$1.37M	Sell	19,533 -2,200	-10%	-$158K	0.11%	65
2023 Q1	$1.51M	Buy	21,733 +50	+0.2%	+$3.37K	0.13%	62
2022 Q4	$1.55M	Hold	21,683	–	–	0.15%	58
2022 Q3	$1.47M	Hold	21,683	–	–	0.15%	58
2022 Q2	$1.55M	Hold	21,683	–	–	0.15%	60
2022 Q1	$1.57M	Sell	21,683 -425	-2%	-$28.8K	0.12%	60
2021 Q4	$1.52M	Sell	22,108 -859	-4%	-$54.8K	0.11%	67
2021 Q3	$1.42M	Hold	22,967	–	–	0.12%	63
2021 Q2	$1.39M	Sell	22,967 -3,150	-12%	-$201K	0.12%	68
2021 Q1	$1.62M	Hold	26,117	–	–	0.16%	62
2020 Q4	$1.6M	Hold	26,117	–	–	0.16%	58
2020 Q3	$1.42M	Sell	26,117 -400	-2%	-$21.4K	0.15%	61
2020 Q2	$1.38M	Hold	26,517	–	–	0.16%	60
2020 Q1	$1.44M	Hold	26,517	–	–	0.2%	56
2019 Q4	$1.69M	Hold	26,517	–	–	0.2%	63
2019 Q3	$1.64M	Sell	26,517 -900	-3%	-$52.2K	0.21%	63
2019 Q2	$1.52M	Sell	27,417 -4,324	-14%	-$232K	0.2%	65
2019 Q1	$1.64M	Sell	31,741 -1,000	-3%	-$49K	0.22%	61
2018 Q4	$1.44M	Sell	32,741 -2,000	-6%	-$90.9K	0.22%	64
2018 Q3	$1.51M	Sell	34,741 -100	-0.3%	-$4.61K	0.2%	65
2018 Q2	$1.61M	Hold	34,841	–	–	0.24%	63
2018 Q1	$1.56M	Sell	34,841 -750	-2%	-$33.3K	0.24%	65
2017 Q4	$1.71M	Sell	35,591 -850	-2%	-$43.3K	0.27%	64
2017 Q3	$1.79M	Hold	36,441	–	–	0.3%	62
2017 Q2	$1.75M	Hold	36,441	–	–	0.3%	62
2017 Q1	$1.81M	Sell	36,441 -3,400	-9%	-$168K	0.31%	58
2016 Q4	$1.96M	Hold	39,841	–	–	0.36%	58
2016 Q3	$2.04M	Sell	39,841 -2,100	-5%	-$111K	0.37%	59
2016 Q2	$2.25M	Hold	41,941	–	–	0.42%	60
2016 Q1	$2.17M	Buy	41,941 +37,697	+888%	+$1.84M	0.4%	57
2015 Q4	$1.99K	Sell	4,244 -38,497	-90%	-$1.75M	0.37%	59
2015 Q3	$1.91M	Sell	42,741 -1,100	-3%	-$48.3K	0.38%	56
2015 Q2	$1.84M	Sell	43,841 -833	-2%	-$36.3K	0.35%	60
2015 Q1	$1.98M	Sell	44,674 -300	-0.7%	-$14.3K	0.37%	61
2014 Q4	$2.21M	Sell	44,974 -456	-1%	-$21.5K	0.42%	59
2014 Q3	$1.98M	Hold	45,430	–	–	0.4%	57
2014 Q2	$2.06M	Buy	45,430 +600	+1%	+$26.5K	0.41%	60
2014 Q1	$1.97M	Buy	44,830 +1,400	+3%	+$58.7K	0.41%	59
2013 Q4	$1.78M	Buy	43,430 +3,000	+7%	+$124K	0.38%	61
2013 Q3	$1.67M	Buy	40,430 +7,000	+21%	+$302K	0.38%	60
2013 Q2	$1.48M	Buy	+33,430	New	+$1.54M	0.36%	61

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Mogy Joel R Investment Counsel's SO Position: Q2 2026 in Review

Mogy Joel R Investment Counsel held its Southern Company (SO) position steady in Q2 2026 at 3,400 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #91.

Mogy Joel R Investment Counsel first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.25M in Q2 2016. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mogy Joel R Investment Counsel held 3,400 shares of Southern Company worth $325K as of Q2 2026.
Mogy Joel R Investment Counsel left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #91 holding.
Mogy Joel R Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Mogy Joel R Investment Counsel's Southern Company position peaked at $2.25M in Q2 2016.
1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.