Prime Capital Investment 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 | $4.64M | Buy |
48,066
+7,311
| +18% | +$676K | 0.05% | 231 |
|
|
2025
Q4 | $3.55M | Sell |
40,755
-995
| -2% | -$90.8K | 0.04% | 254 |
|
|
2025
Q3 | $3.96M | Buy |
41,750
+2,415
| +6% | +$225K | 0.05% | 238 |
|
|
2025
Q2 | $3.61M | Sell |
39,335
-10,712
| -21% | -$962K | 0.05% | 245 |
|
|
2025
Q1 | $4.6M | Buy |
50,047
+1,100
| +2% | +$95.2K | 0.05% | 234 |
|
|
2024
Q4 | $4.03M | Sell |
48,947
-10,050
| -17% | -$882K | 0.06% | 214 |
|
|
2024
Q3 | $5.32M | Buy |
58,997
+13,485
| +30% | +$1.15M | 0.08% | 174 |
|
|
2024
Q2 | $3.53M | Buy |
45,512
+4,515
| +11% | +$342K | 0.05% | 237 |
|
|
2024
Q1 | $2.94M | Sell |
40,997
-3,774
| -8% | -$261K | 0.04% | 280 |
|
|
2023
Q4 | $3.14M | Sell |
44,771
-3,256
| -7% | -$224K | 0.05% | 267 |
|
|
2023
Q3 | $3.11M | Buy |
48,027
+10,695
| +29% | +$742K | 0.06% | 207 |
|
|
2023
Q2 | $2.62M | Buy |
37,332
+21,355
| +134% | +$1.53M | 0.05% | 233 |
|
|
2023
Q1 | $1.11M | Sell |
15,977
-1,582
| -9% | -$107K | 0.05% | 231 |
|
|
2022
Q4 | $1.25M | Sell |
17,559
-18,970
| -52% | -$1.27M | 0.05% | 218 |
|
|
2022
Q3 | $2.48M | Buy |
36,529
+28,471
| +353% | +$2.16M | 0.14% | 104 |
|
|
2022
Q2 | $575K | Buy |
8,058
+2,874
| +55% | +$211K | 0.03% | 212 |
|
|
2022
Q1 | $356K | Hold |
5,184
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $356K | Buy |
+5,184
| New | +$330K | 0.02% | 276 |
|
|
2021
Q3 | – | Sell |
-10,341
| Closed | -$626K | – | 378 |
|
|
2021
Q2 | $626K | Buy |
+10,341
| New | +$661K | 0.04% | 225 |
|
|
2021
Q1 | – | Sell |
-6,227
| Closed | -$383K | – | 500 |
|
|
2020
Q4 | $383K | Sell |
6,227
-1,065
| -15% | -$64K | 0.03% | 197 |
|
|
2020
Q3 | $395K | Sell |
7,292
-1,277
| -15% | -$68.2K | 0.03% | 203 |
|
|
2020
Q2 | $444K | Buy |
8,569
+3,383
| +65% | +$188K | 0.04% | 186 |
|
|
2020
Q1 | $281K | Buy |
5,186
+463
| +10% | +$29.3K | 0.03% | 180 |
|
|
2019
Q4 | $301K | Hold |
4,723
| – | – | 0.03% | 171 |
|
|
2019
Q3 | $292K | Buy |
4,723
+413
| +10% | +$23.9K | 0.05% | 176 |
|
|
2019
Q2 | $238K | Buy |
4,310
+60
| +1% | +$3.21K | 0.04% | 167 |
|
|
2019
Q1 | $220K | Sell |
4,250
-6,200
| -59% | -$304K | 0.06% | 128 |
|
|
2018
Q4 | $459K | Sell |
10,450
-1,147
| -10% | -$52.1K | 0.17% | 90 |
|
|
2018
Q3 | $506K | Buy |
11,597
+1,107
| +11% | +$51K | 0.16% | 92 |
|
|
2018
Q2 | $486K | Sell |
10,490
-1,460
| -12% | -$65.3K | 0.2% | 83 |
|
|
2018
Q1 | $534K | Hold |
11,950
| – | – | 0.38% | 59 |
|
|
2017
Q4 | $575K | Buy |
+11,950
| New | +$609K | 0.44% | 55 |
|
Other funds holding SO
VCM
VPM
Prime Capital Investment Advisors's SO Position: Q1 2026 in Review
Prime Capital Investment Advisors increased its Southern Company (SO) stake by 18% in Q1 2026, buying an estimated $676K and bringing the position to 48,066 shares worth $4.64M. The position accounts for 0.05% of the portfolio, ranked #231.
Prime Capital Investment Advisors first reported a position in SO in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.32M in Q3 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Prime Capital Investment Advisors held 48,066 shares of Southern Company worth $4.64M as of Q1 2026.
- Prime Capital Investment Advisors bought 7,311 Southern Company shares in Q1 2026, an estimated $676K.
- Southern Company made up 0.05% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #231 holding.
- Prime Capital Investment Advisors first reported a position in Southern Company in Q4 2017 and has held it in 32 quarters since.
- Prime Capital Investment Advisors's Southern Company position peaked at $5.32M in Q3 2024.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.