Parallel 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 | $1.44M | Buy |
14,962
+1,489
| +11% | +$138K | 0.03% | 367 |
|
|
2025
Q4 | $1.17M | Sell |
13,473
-1,147
| -8% | -$105K | 0.02% | 406 |
|
|
2025
Q3 | $1.39M | Buy |
14,620
+541
| +4% | +$50.5K | 0.03% | 355 |
|
|
2025
Q2 | $1.29M | Buy |
14,079
+800
| +6% | +$71.9K | 0.03% | 355 |
|
|
2025
Q1 | $1.22M | Buy |
13,279
+594
| +5% | +$51.4K | 0.03% | 350 |
|
|
2024
Q4 | $1.04M | Buy |
12,685
+1,148
| +10% | +$101K | 0.02% | 389 |
|
|
2024
Q3 | $1.04M | Buy |
11,537
+1,684
| +17% | +$144K | 0.02% | 373 |
|
|
2024
Q2 | $764K | Buy |
9,853
+305
| +3% | +$23.1K | 0.02% | 422 |
|
|
2024
Q1 | $685K | Buy |
9,548
+555
| +6% | +$38.3K | 0.02% | 433 |
|
|
2023
Q4 | $631K | Sell |
8,993
-465
| -5% | -$31.9K | 0.02% | 424 |
|
|
2023
Q3 | $612K | Sell |
9,458
-555
| -6% | -$38.5K | 0.02% | 407 |
|
|
2023
Q2 | $703K | Buy |
10,013
+741
| +8% | +$53.1K | 0.02% | 387 |
|
|
2023
Q1 | $645K | Buy |
9,272
+2,240
| +32% | +$151K | 0.02% | 392 |
|
|
2022
Q4 | $502K | Sell |
7,032
-1,207
| -15% | -$80.7K | 0.02% | 414 |
|
|
2022
Q3 | $560K | Buy |
8,239
+737
| +10% | +$55.8K | 0.03% | 360 |
|
|
2022
Q2 | $535K | Buy |
7,502
+909
| +14% | +$66.7K | 0.02% | 373 |
|
|
2022
Q1 | $478K | Buy |
6,593
+1,041
| +19% | +$70.5K | 0.02% | 442 |
|
|
2021
Q4 | $381K | Buy |
5,552
+320
| +6% | +$20.4K | 0.01% | 530 |
|
|
2021
Q3 | $324K | Buy |
5,232
+848
| +19% | +$54.6K | 0.01% | 549 |
|
|
2021
Q2 | $265K | Buy |
4,384
+647
| +17% | +$41.4K | 0.01% | 577 |
|
|
2021
Q1 | $232K | Sell |
3,737
-15
| -0.4% | -$898 | 0.01% | 589 |
|
|
2020
Q4 | $230K | Sell |
3,752
-951
| -20% | -$57.2K | 0.01% | 551 |
|
|
2020
Q3 | $255K | Sell |
4,703
-1,750
| -27% | -$93.5K | 0.02% | 480 |
|
|
2020
Q2 | $334K | Sell |
6,453
-97
| -1% | -$5.39K | 0.02% | 391 |
|
|
2020
Q1 | $354K | Buy |
6,550
+438
| +7% | +$27.7K | 0.03% | 321 |
|
|
2019
Q4 | $389K | Buy |
6,112
+232
| +4% | +$14.4K | 0.03% | 338 |
|
|
2019
Q3 | $363K | Buy |
5,880
+2,118
| +56% | +$123K | 0.03% | 337 |
|
|
2019
Q2 | $208K | Buy |
3,762
+40
| +1% | +$2.14K | 0.02% | 431 |
|
|
2019
Q1 | $192K | Sell |
3,722
-203
| -5% | -$9.95K | 0.02% | 415 |
|
|
2018
Q4 | $172K | Sell |
3,925
-602
| -13% | -$27.4K | 0.02% | 394 |
|
|
2018
Q3 | $197K | Sell |
4,527
-574
| -11% | -$26.5K | 0.02% | 389 |
|
|
2018
Q2 | $236K | Buy |
5,101
+74
| +1% | +$3.31K | 0.03% | 312 |
|
|
2018
Q1 | $225K | Sell |
5,027
-2,222
| -31% | -$98.6K | 0.04% | 295 |
|
|
2017
Q4 | $349K | Buy |
7,249
+337
| +5% | +$17.2K | 0.06% | 224 |
|
|
2017
Q3 | $358K | Buy |
6,912
+244
| +4% | +$11.8K | 0.06% | 214 |
|
|
2017
Q2 | $320K | Sell |
6,668
-444
| -6% | -$22.3K | 0.06% | 237 |
|
|
2017
Q1 | $352K | Buy |
7,112
+714
| +11% | +$35.3K | 0.07% | 201 |
|
|
2016
Q4 | $315K | Buy |
+6,398
| New | +$314K | 0.07% | 183 |
|
Other funds holding SO
VCM
VPM
Parallel Advisors's SO Position: Q1 2026 in Review
Parallel Advisors increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $138K and bringing the position to 14,962 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #367.
Parallel Advisors first reported a position in SO in Q4 2016 and has held it in 38 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Parallel Advisors held 14,962 shares of Southern Company worth $1.44M as of Q1 2026.
- Parallel Advisors bought 1,489 Southern Company shares in Q1 2026, an estimated $138K.
- Southern Company made up 0.03% of Parallel Advisors's portfolio in Q1 2026, its #367 holding.
- Parallel Advisors first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.