Plante Moran Financial 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 | $351K | Sell |
3,672
-532
| -13% | -$50.1K | 0.02% | 116 |
|
|
2026
Q1 | $406K | Hold |
4,204
| – | – | 0.03% | 105 |
|
|
2025
Q4 | $367K | Sell |
4,204
-334
| -7% | -$30.5K | 0.02% | 118 |
|
|
2025
Q3 | $430K | Buy |
4,538
+188
| +4% | +$17.6K | 0.03% | 96 |
|
|
2025
Q2 | $399K | Buy |
4,350
+14
| +0.3% | +$1.26K | 0.03% | 100 |
|
|
2025
Q1 | $399K | Sell |
4,336
-402
| -8% | -$34.8K | 0.03% | 103 |
|
|
2024
Q4 | $390K | Buy |
4,738
+602
| +15% | +$52.8K | 0.03% | 102 |
|
|
2024
Q3 | $373K | Hold |
4,136
| – | – | 0.03% | 108 |
|
|
2024
Q2 | $321K | Sell |
4,136
-87
| -2% | -$6.59K | 0.03% | 119 |
|
|
2024
Q1 | $303K | Sell |
4,223
-14
| -0.3% | -$966 | 0.03% | 125 |
|
|
2023
Q4 | $297K | Buy |
4,237
+14
| +0.3% | +$961 | 0.03% | 125 |
|
|
2023
Q3 | $273K | Buy |
4,223
+2,798
| +196% | +$194K | 0.03% | 118 |
|
|
2023
Q2 | $100K | Hold |
1,425
| – | – | 0.01% | 235 |
|
|
2023
Q1 | $99.2K | Hold |
1,425
| – | – | 0.01% | 229 |
|
|
2022
Q4 | $102K | Buy |
1,425
+200
| +16% | +$13.4K | 0.01% | 225 |
|
|
2022
Q3 | $83K | Buy |
1,225
+80
| +7% | +$6.06K | 0.01% | 240 |
|
|
2022
Q2 | $82K | Buy |
1,145
+20
| +2% | +$1.47K | 0.01% | 243 |
|
|
2022
Q1 | $82K | Sell |
1,125
-257
| -19% | -$17.4K | 0.02% | 250 |
|
|
2021
Q4 | $95K | Sell |
1,382
-517
| -27% | -$33K | 0.02% | 263 |
|
|
2021
Q3 | $118K | Buy |
1,899
+1,870
| +6,448% | +$120K | 0.03% | 245 |
|
|
2021
Q2 | $2K | Buy |
29
+2
| +7% | +$128 | ﹤0.01% | 887 |
|
|
2021
Q1 | $2K | Sell |
27
-5,375
| -100% | -$322K | ﹤0.01% | 927 |
|
|
2020
Q4 | $332K | Buy |
5,402
+5,002
| +1,251% | +$301K | 0.1% | 120 |
|
|
2020
Q3 | $22K | Hold |
400
| – | – | 0.01% | 479 |
|
|
2020
Q2 | $21K | Hold |
400
| – | – | 0.01% | 422 |
|
|
2020
Q1 | $22K | Hold |
400
| – | – | 0.01% | 373 |
|
|
2019
Q4 | $25K | Hold |
400
| – | – | 0.01% | 429 |
|
|
2019
Q3 | $25K | Hold |
400
| – | – | 0.01% | 455 |
|
|
2019
Q2 | $22K | Hold |
400
| – | – | 0.01% | 467 |
|
|
2019
Q1 | $21K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2018
Q4 | $18K | Hold |
400
| – | – | 0.01% | 443 |
|
|
2018
Q3 | $17K | Sell |
400
-449
| -53% | -$20.7K | 0.01% | 449 |
|
|
2018
Q2 | $39K | Buy |
849
+416
| +96% | +$18.6K | 0.02% | 382 |
|
|
2018
Q1 | $19K | Hold |
433
| – | – | 0.01% | 519 |
|
|
2017
Q4 | $21K | Hold |
433
| – | – | 0.01% | 494 |
|
|
2017
Q3 | $21K | Hold |
433
| – | – | 0.01% | 458 |
|
|
2017
Q2 | $21K | Sell |
433
-4
| -0.9% | -$201 | 0.01% | 468 |
|
|
2017
Q1 | $22K | Buy |
437
+255
| +140% | +$12.6K | 0.01% | 466 |
|
|
2016
Q4 | $9K | Buy |
182
+145
| +392% | +$7.12K | 0.01% | 610 |
|
|
2016
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 854 |
|
|
2016
Q2 | $2K | Sell |
37
-1,266
| -97% | -$63.7K | ﹤0.01% | 810 |
|
|
2016
Q1 | $67K | Buy |
1,303
+1,139
| +695% | +$55.5K | 0.05% | 225 |
|
|
2015
Q4 | $8K | Sell |
164
-1,902
| -92% | -$86.2K | 0.01% | 618 |
|
|
2015
Q3 | $92K | Sell |
2,066
-59
| -3% | -$2.59K | 0.07% | 186 |
|
|
2015
Q2 | $89K | Sell |
2,125
-144
| -6% | -$6.27K | 0.06% | 210 |
|
|
2015
Q1 | $100K | Buy |
2,269
+1,145
| +102% | +$54.4K | 0.07% | 189 |
|
|
2014
Q4 | $55K | Buy |
1,124
+229
| +26% | +$10.8K | 0.04% | 268 |
|
|
2014
Q3 | $39K | Sell |
895
-423
| -32% | -$18.6K | 0.03% | 299 |
|
|
2014
Q2 | $60K | Sell |
1,318
-337
| -20% | -$14.9K | 0.05% | 205 |
|
|
2014
Q1 | $73K | Sell |
1,655
-414
| -20% | -$17.4K | 0.08% | 139 |
|
|
2013
Q4 | $85K | Sell |
2,069
-972
| -32% | -$40.1K | 0.05% | 166 |
|
|
2013
Q3 | $125K | Sell |
3,041
-690
| -18% | -$29.7K | 0.08% | 92 |
|
|
2013
Q2 | $165K | Buy |
+3,731
| New | +$172K | 0.12% | 76 |
|
Other funds holding SO
Plante Moran Financial Advisors's SO Position: Q2 2026 in Review
Plante Moran Financial Advisors reduced its Southern Company (SO) stake by 13% in Q2 2026, selling an estimated $50.1K and leaving 3,672 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #116.
Plante Moran Financial Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $430K in Q3 2025. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Plante Moran Financial Advisors held 3,672 shares of Southern Company worth $351K as of Q2 2026.
- Plante Moran Financial Advisors sold 532 Southern Company shares in Q2 2026, an estimated $50.1K.
- Southern Company made up 0.02% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #116 holding.
- Plante Moran Financial Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Plante Moran Financial Advisors's Southern Company position peaked at $430K in Q3 2025.
- 1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.