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Patton Albertson Miller Group’s Southern Company SO Stock Holding History

Patton Albertson Miller Group’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 		$1.02M Sell
10,605
-36
-0.3% -$3.39K 0.1% 121
2026
Q1 		$1.03M Sell
10,641
-60
-0.6% -$5.55K 0.12% 114
2025
Q4 		$933K Sell
10,701
-381
-3% -$34.8K 0.11% 125
2025
Q3 		$1.05M Sell
11,082
-606
-5% -$56.6K 0.13% 118
2025
Q2 		$1.07M Buy
11,688
+985
+9% +$88.5K 0.14% 115
2025
Q1 		$984K Sell
10,703
-2,131
-17% -$184K 0.15% 117
2024
Q4 		$1.06M Hold
12,834
– – 0.14% 110
2024
Q3 		$1.16M Sell
12,834
-425
-3% -$36.3K 0.16% 106
2024
Q2 		$1.03M Sell
13,259
-401
-3% -$30.4K 0.15% 108
2024
Q1 		$980K Sell
13,660
-1,068
-7% -$73.7K 0.15% 107
2023
Q4 		$1.03M Sell
14,728
-430
-3% -$29.5K 0.17% 112
2023
Q3 		$981K Sell
15,158
-438
-3% -$30.4K 0.19% 109
2023
Q2 		$1.1M Sell
15,596
-1,165
-7% -$83.5K 0.21% 107
2023
Q1 		$1.17M Sell
16,761
-92
-0.5% -$6.2K 0.21% 106
2022
Q4 		$1.2M Sell
16,853
-450
-3% -$30.1K 0.22% 107
2022
Q3 		$1.18M Sell
17,303
-1,106
-6% -$83.8K 0.25% 103
2022
Q2 		$1.31M Sell
18,409
-773
-4% -$56.8K 0.27% 106
2022
Q1 		$1.39M Buy
19,182
+907
+5% +$61.4K 0.24% 114
2021
Q4 		$1.25M Buy
18,275
+969
+6% +$61.8K 0.2% 119
2021
Q3 		$1.07M Buy
17,306
+3,827
+28% +$246K 0.2% 120
2021
Q2 		$816K Sell
13,479
-2,213
-14% -$142K 0.19% 115
2021
Q1 		$975K Buy
15,692
+139
+0.9% +$8.32K 0.24% 107
2020
Q4 		$922K Sell
15,553
-1,936
-11% -$116K 0.22% 112
2020
Q3 		$948K Buy
17,489
+950
+6% +$50.8K 0.27% 100
2020
Q2 		$858K Hold
16,539
– – 0.25% 106
2020
Q1 		$895K Sell
16,539
-3,076
-16% -$195K 0.3% 98
2019
Q4 		$1.25M Sell
19,615
-194
-1% -$12K 0.33% 98
2019
Q3 		$1.22M Buy
19,809
+553
+3% +$32.1K 0.35% 98
2019
Q2 		$1.12M Buy
+19,256
New +$1.03M 0.32% 100
2018
Q4 		– Sell
-3,515
Closed -$162K – 249
2018
Q3 		$162K Buy
+3,515
New +$162K 0.08% 123
2017
Q2 		– Sell
-6,740
Closed -$337K – 132
2017
Q1 		$337K Sell
6,740
-61
-0.9% -$3.02K 0.14% 110
2016
Q4 		$335K Buy
6,801
+102
+2% +$5.01K 0.14% 112
2016
Q3 		$344K Sell
6,699
-50
-0.7% -$2.63K 0.15% 111
2016
Q2 		$362K Hold
6,749
– – 0.16% 109
2016
Q1 		$349K Hold
6,749
– – 0.18% 104
2015
Q4 		$316K Hold
6,749
– – 0.16% 103
2015
Q3 		$302K Sell
6,749
-360
-5% -$15.8K 0.16% 100
2015
Q2 		$298K Sell
7,109
-1,723
-20% -$75.1K 0.13% 114
2015
Q1 		$391K Sell
8,832
-1,286
-13% -$61.1K 0.16% 117
2014
Q4 		$497K Sell
10,118
-933
-8% -$44.1K 0.23% 110
2014
Q3 		$480K Buy
11,051
+625
+6% +$27.5K 0.25% 111
2014
Q2 		$470K Sell
10,426
-5,440
-34% -$241K 0.24% 119
2014
Q1 		$697K Buy
15,866
+382
+2% +$16K 0.37% 75
2013
Q4 		$637K Sell
15,484
-699
-4% -$28.8K 0.37% 73
2013
Q3 		$666K Sell
16,183
-6,300
-28% -$271K 0.4% 75
2013
Q2 		$992K Buy
+22,483
New +$1.03M 0.6% 60

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

Patton Albertson Miller Group's SO Position: Q2 2026 in Review

Patton Albertson Miller Group reduced its Southern Company (SO) stake by 0.34% in Q2 2026, selling an estimated $3.39K and leaving 10,605 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #121.

Patton Albertson Miller Group first reported a position in SO in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.39M in Q1 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Patton Albertson Miller Group held 10,605 shares of Southern Company worth $1.02M as of Q2 2026.
  • Patton Albertson Miller Group sold 36 Southern Company shares in Q2 2026, an estimated $3.39K.
  • Southern Company made up 0.1% of Patton Albertson Miller Group's portfolio in Q2 2026, its #121 holding.
  • Patton Albertson Miller Group first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
  • Patton Albertson Miller Group's Southern Company position peaked at $1.39M in Q1 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patton Albertson Miller Group's 13F filing for Q2 2026, filed 22 Jul 2026.