Pacer 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
Q1 | $6.62M | Sell |
68,560
-30,523
| -31% | -$2.82M | 0.02% | 545 |
|
|
2025
Q4 | $8.64M | Buy |
99,083
+6,315
| +7% | +$577K | 0.02% | 527 |
|
|
2025
Q3 | $8.79M | Sell |
92,768
-12,270
| -12% | -$1.15M | 0.02% | 513 |
|
|
2025
Q2 | $9.65M | Buy |
105,038
+34,031
| +48% | +$3.06M | 0.02% | 505 |
|
|
2025
Q1 | $6.53M | Sell |
71,007
-39,551
| -36% | -$3.42M | 0.02% | 573 |
|
|
2024
Q4 | $9.1M | Sell |
110,558
-15,627
| -12% | -$1.37M | 0.02% | 481 |
|
|
2024
Q3 | $11.4M | Buy |
126,185
+20,443
| +19% | +$1.75M | 0.02% | 439 |
|
|
2024
Q2 | $8.2M | Sell |
105,742
-7,501
| -7% | -$568K | 0.02% | 475 |
|
|
2024
Q1 | $8.12M | Sell |
113,243
-6,436
| -5% | -$444K | 0.02% | 475 |
|
|
2023
Q4 | $8.39M | Buy |
119,679
+51,025
| +74% | +$3.5M | 0.02% | 440 |
|
|
2023
Q3 | $4.44M | Buy |
68,654
+1,713
| +3% | +$119K | 0.02% | 483 |
|
|
2023
Q2 | $4.7M | Buy |
66,941
+489
| +0.7% | +$35.1K | 0.02% | 536 |
|
|
2023
Q1 | $4.62M | Sell |
66,452
-120,458
| -64% | -$8.11M | 0.02% | 556 |
|
|
2022
Q4 | $13.3M | Buy |
186,910
+176,974
| +1,781% | +$11.8M | 0.07% | 228 |
|
|
2022
Q3 | $676K | Sell |
9,936
-115,844
| -92% | -$8.78M | ﹤0.01% | 649 |
|
|
2022
Q2 | $8.97M | Buy |
125,780
+71,274
| +131% | +$5.23M | 0.07% | 254 |
|
|
2022
Q1 | $3.95M | Sell |
54,506
-1,535
| -3% | -$104K | 0.03% | 467 |
|
|
2021
Q4 | $3.84M | Sell |
56,041
-40,393
| -42% | -$2.58M | 0.04% | 564 |
|
|
2021
Q3 | $5.98M | Buy |
96,434
+23,387
| +32% | +$1.51M | 0.08% | 307 |
|
|
2021
Q2 | $4.42M | Buy |
73,047
+14,540
| +25% | +$930K | 0.06% | 389 |
|
|
2021
Q1 | $3.64M | Sell |
58,507
-7,073
| -11% | -$423K | 0.06% | 329 |
|
|
2020
Q4 | $4.03M | Sell |
65,580
-7,120
| -10% | -$428K | 0.08% | 238 |
|
|
2020
Q3 | $3.94M | Sell |
72,700
-16,003
| -18% | -$855K | 0.08% | 190 |
|
|
2020
Q2 | $4.6M | Buy |
88,703
+87,637
| +8,221% | +$4.87M | 0.09% | 163 |
|
|
2020
Q1 | $61K | Hold |
1,066
| – | – | ﹤0.01% | 532 |
|
|
2019
Q4 | $68K | Sell |
1,066
-112,168
| -99% | -$6.95M | ﹤0.01% | 1173 |
|
|
2019
Q3 | $6.99M | Buy |
113,234
+14,604
| +15% | +$846K | 0.16% | 117 |
|
|
2019
Q2 | $5.45M | Sell |
98,630
-16,806
| -15% | -$900K | 0.13% | 131 |
|
|
2019
Q1 | $5.97M | Buy |
115,436
+114,138
| +8,793% | +$5.59M | 0.17% | 100 |
|
|
2018
Q4 | $57K | Sell |
1,298
-53,739
| -98% | -$2.44M | ﹤0.01% | 285 |
|
|
2018
Q3 | $2.4M | Buy |
55,037
+5,937
| +12% | +$274K | 0.09% | 254 |
|
|
2018
Q2 | $2.27M | Buy |
49,100
+11,156
| +29% | +$499K | 0.1% | 229 |
|
|
2018
Q1 | $1.7M | Buy |
37,944
+6,237
| +20% | +$277K | 0.09% | 253 |
|
|
2017
Q4 | $1.52M | Buy |
31,707
+5,952
| +23% | +$303K | 0.11% | 241 |
|
|
2017
Q3 | $1.27M | Buy |
25,755
+3,129
| +14% | +$152K | 0.11% | 200 |
|
|
2017
Q2 | $1.08M | Buy |
22,626
+1,747
| +8% | +$87.6K | 0.11% | 218 |
|
|
2017
Q1 | $1.04M | Buy |
20,879
+661
| +3% | +$32.7K | 0.13% | 153 |
|
|
2016
Q4 | $995K | Sell |
20,218
-120
| -0.6% | -$5.9K | 0.14% | 116 |
|
|
2016
Q3 | $1.04M | Buy |
20,338
+932
| +5% | +$49.1K | 0.16% | 94 |
|
|
2016
Q2 | $1.04M | Buy |
19,406
+2,295
| +13% | +$115K | 0.16% | 95 |
|
|
2016
Q1 | $885K | Buy |
17,111
+1,050
| +7% | +$51.2K | 0.2% | 100 |
|
|
2015
Q4 | $751K | Buy |
+16,061
| New | +$728K | 0.18% | 121 |
|
|
2013
Q4 | $408K | Buy |
+8,314
| New | +$343K | 0.1% | 268 |
|
Other funds holding SO
VCM
VPM
Pacer Advisors's SO Position: Q1 2026 in Review
Pacer Advisors reduced its Southern Company (SO) stake by 31% in Q1 2026, selling an estimated $2.82M and leaving 68,560 shares worth $6.62M. The position accounts for 0.02% of the portfolio, ranked #545.
Pacer Advisors first reported a position in SO in Q4 2013 and has held it in 43 quarters since. The position peaked at $13.3M in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Pacer Advisors held 68,560 shares of Southern Company worth $6.62M as of Q1 2026.
- Pacer Advisors sold 30,523 Southern Company shares in Q1 2026, an estimated $2.82M.
- Southern Company made up 0.02% of Pacer Advisors's portfolio in Q1 2026, its #545 holding.
- Pacer Advisors first reported a position in Southern Company in Q4 2013 and has held it in 43 quarters since.
- Pacer Advisors's Southern Company position peaked at $13.3M in Q4 2022.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Pacer Advisors's 13F filing for Q1 2026, filed 6 May 2026.