NewEdge 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 | $102M | Buy |
1,067,217
+27,944
| +3% | +$2.63M | 0.3% | 59 |
|
|
2026
Q1 | $100M | Sell |
1,039,273
-126,421
| -11% | -$11.7M | 0.36% | 48 |
|
|
2025
Q4 | $102M | Buy |
1,165,694
+930,945
| +397% | +$85M | 0.37% | 49 |
|
|
2025
Q3 | $22.2M | Buy |
234,749
+26,361
| +13% | +$2.46M | 0.1% | 203 |
|
|
2025
Q2 | $19.1M | Sell |
208,388
-2,942
| -1% | -$264K | 0.1% | 214 |
|
|
2025
Q1 | $19.4M | Sell |
211,330
-18,575
| -8% | -$1.61M | 0.12% | 186 |
|
|
2024
Q4 | $18.9M | Buy |
229,905
+11,384
| +5% | +$999K | 0.11% | 182 |
|
|
2024
Q3 | $19.7M | Buy |
218,521
+5,108
| +2% | +$436K | 0.13% | 173 |
|
|
2024
Q2 | $16.6M | Buy |
213,413
+12,556
| +6% | +$952K | 0.12% | 176 |
|
|
2024
Q1 | $14.4M | Sell |
200,857
-305,129
| -60% | -$21.1M | 0.13% | 168 |
|
|
2023
Q4 | $35.4M | Buy |
505,986
+395,740
| +359% | +$27.2M | 0.34% | 72 |
|
|
2023
Q3 | $7.14M | Buy |
110,246
+29,212
| +36% | +$2.03M | 0.08% | 248 |
|
|
2023
Q2 | $5.69M | Buy |
81,034
+8,227
| +11% | +$590K | 0.06% | 292 |
|
|
2023
Q1 | $5.11M | Sell |
72,807
-1,682
| -2% | -$113K | 0.06% | 300 |
|
|
2022
Q4 | $2.41M | Buy |
74,489
+16,398
| +28% | +$1.1M | 0.07% | 303 |
|
|
2022
Q3 | $3.95M | Sell |
58,091
-3,823
| -6% | -$290K | 0.06% | 276 |
|
|
2022
Q2 | $4.41M | Buy |
61,914
+11,989
| +24% | +$880K | 0.07% | 259 |
|
|
2022
Q1 | $3.62M | Buy |
49,925
+221
| +0.4% | +$15K | 0.06% | 307 |
|
|
2021
Q4 | $3.41M | Buy |
49,704
+16,457
| +49% | +$1.05M | 0.05% | 314 |
|
|
2021
Q3 | $2.06M | Buy |
33,247
+2,428
| +8% | +$156K | 0.05% | 315 |
|
|
2021
Q2 | $1.86M | Buy |
30,819
+840
| +3% | +$53.7K | 0.05% | 328 |
|
|
2021
Q1 | $1.86M | Sell |
29,979
-4,203
| -12% | -$252K | 0.06% | 298 |
|
|
2020
Q4 | $2.1M | Buy |
34,182
+693
| +2% | +$41.7K | 0.07% | 246 |
|
|
2020
Q3 | $1.82M | Sell |
33,489
-32,897
| -50% | -$1.76M | 0.06% | 261 |
|
|
2020
Q2 | $3.44M | Sell |
66,386
-172
| -0.3% | -$9.56K | 0.13% | 151 |
|
|
2020
Q1 | $3.6M | Sell |
66,558
-6,643
| -9% | -$421K | 0.17% | 126 |
|
|
2019
Q4 | $4.66M | Buy |
73,201
+18,818
| +35% | +$1.17M | 0.19% | 127 |
|
|
2019
Q3 | $3.34M | Buy |
54,383
+30,344
| +126% | +$1.76M | 0.15% | 150 |
|
|
2019
Q2 | $1.33M | Buy |
24,039
+1,343
| +6% | +$71.9K | 0.08% | 238 |
|
|
2019
Q1 | $1.17M | Buy |
22,696
+582
| +3% | +$28.5K | 0.08% | 252 |
|
|
2018
Q4 | $971K | Buy |
22,114
+2,673
| +14% | +$122K | 0.06% | 261 |
|
|
2018
Q3 | $848K | Buy |
19,441
+6,786
| +54% | +$313K | 0.07% | 259 |
|
|
2018
Q2 | $594K | Buy |
12,655
+3,166
| +33% | +$142K | 0.05% | 281 |
|
|
2018
Q1 | $420K | Sell |
9,489
-18,403
| -66% | -$817K | 0.05% | 296 |
|
|
2017
Q4 | $1.32M | Sell |
27,892
-583
| -2% | -$29.7K | 0.18% | 139 |
|
|
2017
Q3 | $1.41M | Sell |
28,475
-3,386
| -11% | -$164K | 0.22% | 114 |
|
|
2017
Q2 | $1.51M | Buy |
31,861
+612
| +2% | +$30.7K | 0.26% | 90 |
|
|
2017
Q1 | $1.58M | Buy |
31,249
+4,599
| +17% | +$227K | 0.36% | 73 |
|
|
2016
Q4 | $1.29M | Buy |
26,650
+2,850
| +12% | +$140K | 0.36% | 68 |
|
|
2016
Q3 | $1.22M | Buy |
23,800
+6,017
| +34% | +$317K | 0.39% | 64 |
|
|
2016
Q2 | $947K | Buy |
+17,783
| New | +$894K | 0.39% | 61 |
|
|
2015
Q3 | – | Sell |
-20,896
| Closed | -$876K | – | 62 |
|
|
2015
Q2 | $876K | Buy |
+20,896
| New | +$910K | 0.74% | 36 |
|
Other funds holding SO
NewEdge Advisors's SO Position: Q2 2026 in Review
NewEdge Advisors increased its Southern Company (SO) stake by 2.7% in Q2 2026, buying an estimated $2.63M and bringing the position to 1,067,217 shares worth $102M. The position accounts for 0.3% of the portfolio, ranked #59.
NewEdge Advisors first reported a position in SO in Q2 2015 and has held it in 42 quarters since. 2,368 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- NewEdge Advisors held 1,067,217 shares of Southern Company worth $102M as of Q2 2026.
- NewEdge Advisors bought 27,944 Southern Company shares in Q2 2026, an estimated $2.63M.
- Southern Company made up 0.3% of NewEdge Advisors's portfolio in Q2 2026, its #59 holding.
- NewEdge Advisors first reported a position in Southern Company in Q2 2015 and has held it in 42 quarters since.
- 2,368 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.