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Palisade Asset Management’s Southern Company SO Stock Holding History

Palisade Asset Management’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 		$4.03M Buy
42,092
+185
+0.4% +$17.4K 0.37% 66
2026
Q1 		$4.04M Hold
41,907
– – 0.41% 65
2025
Q4 		$3.65M Sell
41,907
-1,921
-4% -$175K 0.36% 66
2025
Q3 		$4.15M Buy
43,828
+11
+0% +$1.03K 0.39% 59
2025
Q2 		$4.02M Sell
43,817
-1,650
-4% -$148K 0.4% 59
2025
Q1 		$4.18M Buy
45,467
+73
+0.2% +$6.32K 0.43% 55
2024
Q4 		$3.74M Hold
45,394
– – 0.38% 63
2024
Q3 		$4.09M Hold
45,394
– – 0.4% 57
2024
Q2 		$3.52M Hold
45,394
– – 0.36% 64
2024
Q1 		$3.26M Hold
45,394
– – 0.32% 73
2023
Q4 		$3.18M Sell
45,394
-2,180
-5% -$150K 0.35% 68
2023
Q3 		$3.08M Hold
47,574
– – 0.37% 65
2023
Q2 		$3.34M Hold
47,574
– – 0.39% 64
2023
Q1 		$3.31M Sell
47,574
-75
-0.2% -$5.05K 0.41% 63
2022
Q4 		$3.4M Hold
47,649
– – 0.39% 66
2022
Q3 		$3.24M Hold
47,649
– – 0.44% 59
2022
Q2 		$3.4M Hold
47,649
– – 0.44% 63
2022
Q1 		$3.46M Sell
47,649
-150
-0.3% -$10.2K 0.4% 66
2021
Q4 		$3.28M Hold
47,799
– – 0.37% 66
2021
Q3 		$2.96M Sell
47,799
-60
-0.1% -$3.86K 0.36% 68
2021
Q2 		$2.9M Sell
47,859
-105
-0.2% -$6.71K 0.34% 69
2021
Q1 		$2.98M Sell
47,964
-85
-0.2% -$5.09K 0.38% 67
2020
Q4 		$2.95M Hold
48,049
– – 0.4% 68
2020
Q3 		$2.6M Sell
48,049
-350
-0.7% -$18.7K 0.39% 69
2020
Q2 		$2.51M Buy
48,399
+155
+0.3% +$8.62K 0.4% 66
2020
Q1 		$2.61M Sell
48,244
-100
-0.2% -$6.33K 0.48% 60
2019
Q4 		$3.08M Sell
48,344
-150
-0.3% -$9.29K 0.45% 64
2019
Q3 		$3M Sell
48,494
-100
-0.2% -$5.8K 0.46% 61
2019
Q2 		$2.69M Sell
48,594
-700
-1% -$37.5K 0.42% 64
2019
Q1 		$2.55M Hold
49,294
– – 0.4% 66
2018
Q4 		$2.17M Buy
49,294
+8,161
+20% +$371K 0.32% 67
2018
Q3 		$1.79M Buy
41,133
+1,090
+3% +$50.2K 0.24% 77
2018
Q2 		$1.85M Buy
40,043
+9,710
+32% +$435K 0.27% 73
2018
Q1 		$1.35M Buy
30,333
+19,110
+170% +$848K 0.2% 85
2017
Q4 		$540K Hold
11,223
– – 0.09% 124
2017
Q3 		$551K Buy
11,223
+160
+1% +$7.76K 0.1% 104
2017
Q2 		$530K Hold
11,063
– – 0.1% 98
2017
Q1 		$551K Buy
11,063
+600
+6% +$29.7K 0.1% 99
2016
Q4 		$515K Hold
10,463
– – 0.1% 99
2016
Q3 		$537K Buy
10,463
+850
+9% +$44.8K 0.1% 98
2016
Q2 		$516K Sell
9,613
-1,800
-16% -$90.5K 0.1% 98
2016
Q1 		$590K Hold
11,413
– – 0.11% 94
2015
Q4 		$534K Hold
11,413
– – 0.11% 95
2015
Q3 		$510K Sell
11,413
-300
-3% -$13.2K 0.11% 98
2015
Q2 		$491K Buy
11,713
+200
+2% +$8.71K 0.1% 103
2015
Q1 		$510K Buy
11,513
+100
+0.9% +$4.75K 0.1% 102
2014
Q4 		$560K Sell
11,413
-40
-0.3% -$1.89K 0.11% 95
2014
Q3 		$500K Buy
11,453
+2,900
+34% +$127K 0.1% 97
2014
Q2 		$388K Buy
8,553
+1,150
+16% +$50.8K 0.08% 105
2014
Q1 		$325K Buy
7,403
+600
+9% +$25.1K 0.07% 114
2013
Q4 		$280K Buy
+6,803
New +$281K 0.06% 117

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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Palisade Asset Management's SO Position: Q2 2026 in Review

Palisade Asset Management increased its Southern Company (SO) stake by 0.44% in Q2 2026, buying an estimated $17.4K and bringing the position to 42,092 shares worth $4.03M. The position accounts for 0.37% of the portfolio, ranked #66.

Palisade Asset Management first reported a position in SO in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.18M in Q1 2025. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Palisade Asset Management held 42,092 shares of Southern Company worth $4.03M as of Q2 2026.
  • Palisade Asset Management bought 185 Southern Company shares in Q2 2026, an estimated $17.4K.
  • Southern Company made up 0.37% of Palisade Asset Management's portfolio in Q2 2026, its #66 holding.
  • Palisade Asset Management first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
  • Palisade Asset Management's Southern Company position peaked at $4.18M in Q1 2025.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.