MOTCO’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 | $530K | Buy |
5,542
+24
| +0.4% | +$2.26K | 0.05% | 140 |
|
|
2026
Q1 | $533K | Sell |
5,518
-36
| -0.6% | -$3.33K | 0.05% | 142 |
|
|
2025
Q4 | $484K | Hold |
5,554
| – | – | 0.04% | 151 |
|
|
2025
Q3 | $526K | Hold |
5,554
| – | – | 0.05% | 148 |
|
|
2025
Q2 | $525K | Sell |
5,554
-175
| -3% | -$15.7K | 0.05% | 144 |
|
|
2025
Q1 | $527K | Buy |
5,729
+211
| +4% | +$18.3K | 0.06% | 136 |
|
|
2024
Q4 | $454K | Hold |
5,518
| – | – | 0.05% | 140 |
|
|
2024
Q3 | $498K | Buy |
5,518
+2,693
| +95% | +$230K | 0.05% | 152 |
|
|
2024
Q2 | $219K | Buy |
2,825
+20
| +0.7% | +$1.52K | 0.01% | 266 |
|
|
2024
Q1 | $201K | Sell |
2,805
-5
| -0.2% | -$345 | 0.01% | 273 |
|
|
2023
Q4 | $197K | Sell |
2,810
-254
| -8% | -$17.4K | 0.01% | 252 |
|
|
2023
Q3 | $198K | Sell |
3,064
-64
| -2% | -$4.44K | 0.01% | 238 |
|
|
2023
Q2 | $220K | Buy |
3,128
+69
| +2% | +$4.95K | 0.01% | 225 |
|
|
2023
Q1 | $213K | Hold |
3,059
| – | – | 0.01% | 222 |
|
|
2022
Q4 | $218K | Buy |
3,059
+254
| +9% | +$17K | 0.02% | 221 |
|
|
2022
Q3 | $191K | Hold |
2,805
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $200K | Hold |
2,805
| – | – | 0.02% | 233 |
|
|
2022
Q1 | $203K | Sell |
2,805
-7,050
| -72% | -$477K | 0.01% | 235 |
|
|
2021
Q4 | $676K | Hold |
9,855
| – | – | 0.04% | 161 |
|
|
2021
Q3 | $611K | Sell |
9,855
-378
| -4% | -$24.3K | 0.04% | 165 |
|
|
2021
Q2 | $619K | Buy |
10,233
+145
| +1% | +$9.27K | 0.04% | 161 |
|
|
2021
Q1 | $627K | Sell |
10,088
-176
| -2% | -$10.5K | 0.04% | 157 |
|
|
2020
Q4 | $631K | Sell |
10,264
-1,745
| -15% | -$105K | 0.05% | 155 |
|
|
2020
Q3 | $651K | Buy |
12,009
+311
| +3% | +$16.6K | 0.05% | 149 |
|
|
2020
Q2 | $607K | Hold |
11,698
| – | – | 0.05% | 145 |
|
|
2020
Q1 | $633K | Sell |
11,698
-49
| -0.4% | -$3.1K | 0.06% | 141 |
|
|
2019
Q4 | $748K | Buy |
11,747
+892
| +8% | +$55.3K | 0.06% | 140 |
|
|
2019
Q3 | $671K | Sell |
10,855
-992
| -8% | -$57.5K | 0.06% | 145 |
|
|
2019
Q2 | $655K | Buy |
11,847
+7,620
| +180% | +$408K | 0.06% | 144 |
|
|
2019
Q1 | $218K | Hold |
4,227
| – | – | 0.02% | 206 |
|
|
2018
Q4 | $186K | Sell |
4,227
-70,078
| -94% | -$3.19M | 0.02% | 208 |
|
|
2018
Q3 | $3.24M | Buy |
74,305
+662
| +0.9% | +$30.5K | 0.32% | 99 |
|
|
2018
Q2 | $3.41M | Buy |
73,643
+2,324
| +3% | +$104K | 0.35% | 97 |
|
|
2018
Q1 | $3.19M | Buy |
71,319
+4,628
| +7% | +$205K | 0.33% | 97 |
|
|
2017
Q4 | $3.21M | Sell |
66,691
-239
| -0.4% | -$12.2K | 0.32% | 102 |
|
|
2017
Q3 | $3.29M | Buy |
66,930
+2,307
| +4% | +$112K | 0.34% | 99 |
|
|
2017
Q2 | $3.09M | Sell |
64,623
-622
| -1% | -$31.2K | 0.32% | 104 |
|
|
2017
Q1 | $3.25M | Buy |
65,245
+228
| +0.4% | +$11.3K | 0.35% | 99 |
|
|
2016
Q4 | $3.2M | Buy |
65,017
+1,311
| +2% | +$64.4K | 0.36% | 101 |
|
|
2016
Q3 | $3.27M | Sell |
63,706
-957
| -1% | -$50.4K | 0.36% | 95 |
|
|
2016
Q2 | $3.47M | Sell |
64,663
-1,776
| -3% | -$89.3K | 0.38% | 93 |
|
|
2016
Q1 | $3.44M | Buy |
66,439
+782
| +1% | +$38.1K | 0.39% | 88 |
|
|
2015
Q4 | $3.07M | Sell |
65,657
-4,711
| -7% | -$214K | 0.36% | 95 |
|
|
2015
Q3 | $3.15M | Buy |
70,368
+5,357
| +8% | +$235K | 0.38% | 90 |
|
|
2015
Q2 | $2.72M | Buy |
65,011
+3,641
| +6% | +$159K | 0.31% | 103 |
|
|
2015
Q1 | $2.72M | Sell |
61,370
-5,138
| -8% | -$244K | 0.3% | 102 |
|
|
2014
Q4 | $3.27M | Sell |
66,508
-3,135
| -5% | -$148K | 0.35% | 92 |
|
|
2014
Q3 | $3.04M | Buy |
69,643
+65,861
| +1,741% | +$2.89M | 0.32% | 107 |
|
|
2014
Q2 | $172K | Hold |
3,782
| – | – | 0.02% | 199 |
|
|
2014
Q1 | $166K | Hold |
3,782
| – | – | 0.02% | 198 |
|
|
2013
Q4 | $155K | Buy |
3,782
+300
| +9% | +$12.4K | 0.02% | 202 |
|
|
2013
Q3 | $143K | Sell |
3,482
-160
| -4% | -$6.89K | 0.02% | 207 |
|
|
2013
Q2 | $161K | Buy |
+3,642
| New | +$167K | 0.02% | 205 |
|
Other funds holding SO
MOTCO's SO Position: Q2 2026 in Review
MOTCO increased its Southern Company (SO) stake by 0.43% in Q2 2026, buying an estimated $2.26K and bringing the position to 5,542 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #140.
MOTCO first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.47M in Q2 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- MOTCO held 5,542 shares of Southern Company worth $530K as of Q2 2026.
- MOTCO bought 24 Southern Company shares in Q2 2026, an estimated $2.26K.
- Southern Company made up 0.05% of MOTCO's portfolio in Q2 2026, its #140 holding.
- MOTCO first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- MOTCO's Southern Company position peaked at $3.47M in Q2 2016.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.