Naples 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 | $7.41M | Buy |
77,465
+738
| +1% | +$69.5K | 0.46% | 63 |
|
|
2026
Q1 | $7.41M | Buy |
76,727
+1,711
| +2% | +$158K | 0.54% | 58 |
|
|
2025
Q4 | $6.54M | Buy |
75,016
+377
| +0.5% | +$34.4K | 0.49% | 65 |
|
|
2025
Q3 | $7.07M | Sell |
74,639
-453
| -0.6% | -$42.3K | 0.55% | 52 |
|
|
2025
Q2 | $6.9M | Buy |
75,092
+1,120
| +2% | +$101K | 0.59% | 47 |
|
|
2025
Q1 | $6.8M | Buy |
73,972
+103
| +0.1% | +$8.92K | 0.65% | 38 |
|
|
2024
Q4 | $6.08M | Buy |
73,869
+53
| +0.1% | +$4.65K | 0.57% | 48 |
|
|
2024
Q3 | $6.66M | Sell |
73,816
-278
| -0.4% | -$23.7K | 0.62% | 42 |
|
|
2024
Q2 | $5.75M | Sell |
74,094
-32
| -0% | -$2.42K | 0.58% | 50 |
|
|
2024
Q1 | $5.32M | Buy |
74,126
+1,304
| +2% | +$90K | 0.54% | 53 |
|
|
2023
Q4 | $5.11M | Sell |
72,822
-161
| -0.2% | -$11.1K | 0.56% | 51 |
|
|
2023
Q3 | $4.72M | Sell |
72,983
-77
| -0.1% | -$5.34K | 0.57% | 51 |
|
|
2023
Q2 | $5.13M | Sell |
73,060
-1,146
| -2% | -$82.2K | 0.6% | 46 |
|
|
2023
Q1 | $5.16M | Buy |
74,206
+764
| +1% | +$51.4K | 0.64% | 37 |
|
|
2022
Q4 | $5.24M | Buy |
73,442
+356
| +0.5% | +$23.8K | 0.67% | 38 |
|
|
2022
Q3 | $4.97M | Buy |
73,086
+837
| +1% | +$63.4K | 0.68% | 36 |
|
|
2022
Q2 | $5.15M | Buy |
72,249
+291
| +0.4% | +$21.4K | 0.67% | 38 |
|
|
2022
Q1 | $5.22M | Buy |
71,958
+23
| +0% | +$1.56K | 0.6% | 41 |
|
|
2021
Q4 | $4.93M | Buy |
71,935
+519
| +0.7% | +$33.1K | 0.57% | 46 |
|
|
2021
Q3 | $4.43M | Buy |
71,416
+763
| +1% | +$49.1K | 0.58% | 42 |
|
|
2021
Q2 | $4.28M | Buy |
70,653
+3,413
| +5% | +$218K | 0.59% | 42 |
|
|
2021
Q1 | $4.18M | Buy |
67,240
+1,453
| +2% | +$87K | 0.64% | 36 |
|
|
2020
Q4 | $4.04M | Buy |
65,787
+7,074
| +12% | +$425K | 0.68% | 34 |
|
|
2020
Q3 | $3.18M | Buy |
58,713
+2,775
| +5% | +$148K | 0.62% | 43 |
|
|
2020
Q2 | $2.9M | Buy |
55,938
+2,144
| +4% | +$119K | 0.62% | 42 |
|
|
2020
Q1 | $2.91M | Sell |
53,794
-1,972
| -4% | -$125K | 0.76% | 29 |
|
|
2019
Q4 | $3.55M | Sell |
55,766
-197
| -0.4% | -$12.2K | 0.75% | 29 |
|
|
2019
Q3 | $3.46M | Buy |
55,963
+608
| +1% | +$35.2K | 0.81% | 24 |
|
|
2019
Q2 | $3.06M | Buy |
55,355
+253
| +0.5% | +$13.5K | 0.74% | 32 |
|
|
2019
Q1 | $2.85M | Sell |
55,102
-96
| -0.2% | -$4.71K | 0.73% | 35 |
|
|
2018
Q4 | $2.56M | Buy |
55,198
+2,027
| +4% | +$92.1K | 0.73% | 35 |
|
|
2018
Q3 | $2.32M | Buy |
53,171
+3,745
| +8% | +$173K | 0.62% | 43 |
|
|
2018
Q2 | $2.29M | Buy |
49,426
+3,170
| +7% | +$142K | 0.64% | 43 |
|
|
2018
Q1 | $2.07M | Buy |
46,256
+1,950
| +4% | +$86.6K | 0.61% | 46 |
|
|
2017
Q4 | $2.13M | Buy |
44,306
+520
| +1% | +$26.5K | 0.63% | 42 |
|
|
2017
Q3 | $2.15M | Buy |
43,786
+850
| +2% | +$41.2K | 0.72% | 35 |
|
|
2017
Q2 | $2.06M | Buy |
42,936
+2,562
| +6% | +$128K | 0.73% | 32 |
|
|
2017
Q1 | $2.01M | Buy |
40,374
+2,175
| +6% | +$107K | 0.72% | 29 |
|
|
2016
Q4 | $1.88M | Buy |
38,199
+288
| +0.8% | +$14.2K | 0.73% | 29 |
|
|
2016
Q3 | $1.95M | Buy |
37,911
+200
| +0.5% | +$10.5K | 0.76% | 24 |
|
|
2016
Q2 | $2.02M | Sell |
37,711
-650
| -2% | -$32.7K | 0.83% | 18 |
|
|
2016
Q1 | $1.98M | Sell |
38,361
-1,050
| -3% | -$51.2K | 0.83% | 18 |
|
|
2015
Q4 | $1.84M | Buy |
39,411
+2,218
| +6% | +$101K | 0.89% | 16 |
|
|
2015
Q3 | $1.66M | Sell |
37,193
-325
| -0.9% | -$14.3K | 0.85% | 18 |
|
|
2015
Q2 | $1.57M | Buy |
37,518
+3,008
| +9% | +$131K | 0.75% | 23 |
|
|
2015
Q1 | $1.53M | Buy |
34,510
+1,787
| +5% | +$84.9K | 0.73% | 24 |
|
|
2014
Q4 | $1.61M | Buy |
32,723
+2,000
| +7% | +$94.4K | 0.85% | 15 |
|
|
2014
Q3 | $1.34M | Buy |
30,723
+3,013
| +11% | +$132K | 0.79% | 22 |
|
|
2014
Q2 | $1.26M | Buy |
27,710
+775
| +3% | +$34.3K | 0.75% | 24 |
|
|
2014
Q1 | $1.18M | Buy |
26,935
+1,175
| +5% | +$49.2K | 0.72% | 23 |
|
|
2013
Q4 | $1.06M | Buy |
+25,760
| New | +$1.06M | 0.71% | 27 |
|
Other funds holding SO
Naples Global Advisors's SO Position: Q2 2026 in Review
Naples Global Advisors increased its Southern Company (SO) stake by 0.96% in Q2 2026, buying an estimated $69.5K and bringing the position to 77,465 shares worth $7.41M. The position accounts for 0.46% of the portfolio, ranked #63.
Naples Global Advisors first reported a position in SO in Q4 2013 and has held it in 51 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Naples Global Advisors held 77,465 shares of Southern Company worth $7.41M as of Q2 2026.
- Naples Global Advisors bought 738 Southern Company shares in Q2 2026, an estimated $69.5K.
- Southern Company made up 0.46% of Naples Global Advisors's portfolio in Q2 2026, its #63 holding.
- Naples Global Advisors first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.