Probity 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 | $738K | Sell |
7,711
-786
| -9% | -$74K | 0.11% | 127 |
|
|
2026
Q1 | $820K | Buy |
8,497
+3,817
| +82% | +$353K | 0.13% | 114 |
|
|
2025
Q4 | $408K | Sell |
4,680
-222
| -5% | -$20.3K | 0.07% | 174 |
|
|
2025
Q3 | $465K | Sell |
4,902
-498
| -9% | -$46.5K | 0.08% | 158 |
|
|
2025
Q2 | $496K | Sell |
5,400
-500
| -8% | -$44.9K | 0.09% | 144 |
|
|
2025
Q1 | $543K | Sell |
5,900
-200
| -3% | -$17.3K | 0.1% | 142 |
|
|
2024
Q4 | $502K | Sell |
6,100
-100
| -2% | -$8.77K | 0.1% | 142 |
|
|
2024
Q3 | $559K | Sell |
6,200
-400
| -6% | -$34.2K | 0.11% | 138 |
|
|
2024
Q2 | $512K | Hold |
6,600
| – | – | 0.11% | 142 |
|
|
2024
Q1 | $473K | Hold |
6,600
| – | – | 0.1% | 148 |
|
|
2023
Q4 | $463K | Sell |
6,600
-200
| -3% | -$13.7K | 0.1% | 147 |
|
|
2023
Q3 | $440K | Sell |
6,800
-300
| -4% | -$20.8K | 0.1% | 130 |
|
|
2023
Q2 | $499K | Buy |
+7,100
| New | +$509K | 0.11% | 126 |
|
|
2022
Q4 | $533K | Hold |
7,462
| – | – | 0.12% | 109 |
|
|
2022
Q3 | $507K | Hold |
7,462
| – | – | 0.13% | 108 |
|
|
2022
Q2 | $532K | Sell |
7,462
-530
| -7% | -$38.9K | 0.12% | 111 |
|
|
2022
Q1 | $579K | Sell |
7,992
-50
| -0.6% | -$3.39K | 0.12% | 116 |
|
|
2021
Q4 | $552K | Hold |
8,042
| – | – | 0.11% | 128 |
|
|
2021
Q3 | $498K | Hold |
8,042
| – | – | 0.1% | 133 |
|
|
2021
Q2 | $487K | Hold |
8,042
| – | – | 0.1% | 131 |
|
|
2021
Q1 | $500K | Buy |
+8,042
| New | +$482K | 0.11% | 128 |
|
|
2020
Q3 | $441K | Hold |
8,142
| – | – | 0.12% | 124 |
|
|
2020
Q2 | $422K | Hold |
8,142
| – | – | 0.13% | 120 |
|
|
2020
Q1 | $441K | Sell |
8,142
-129
| -2% | -$8.17K | 0.16% | 110 |
|
|
2019
Q4 | $527K | Hold |
8,271
| – | – | 0.16% | 114 |
|
|
2019
Q3 | $511K | Hold |
8,271
| – | – | 0.17% | 112 |
|
|
2019
Q2 | $457K | Hold |
8,271
| – | – | 0.15% | 123 |
|
|
2019
Q1 | $427K | Hold |
8,271
| – | – | 0.15% | 121 |
|
|
2018
Q4 | $363K | Hold |
8,271
| – | – | 0.13% | 124 |
|
|
2018
Q3 | $361K | Hold |
8,271
| – | – | 0.12% | 127 |
|
|
2018
Q2 | $383K | Hold |
8,271
| – | – | 0.13% | 118 |
|
|
2018
Q1 | $369K | Hold |
8,271
| – | – | 0.13% | 116 |
|
|
2017
Q4 | $398K | Sell |
8,271
-100
| -1% | -$5.09K | 0.14% | 108 |
|
|
2017
Q3 | $411K | Hold |
8,371
| – | – | 0.15% | 94 |
|
|
2017
Q2 | $401K | Hold |
8,371
| – | – | 0.15% | 99 |
|
|
2017
Q1 | $417K | Hold |
8,371
| – | – | 0.16% | 96 |
|
|
2016
Q4 | $412K | Hold |
8,371
| – | – | 0.17% | 94 |
|
|
2016
Q3 | $429K | Hold |
8,371
| – | – | 0.19% | 96 |
|
|
2016
Q2 | $449K | Buy |
+8,371
| New | +$421K | 0.2% | 91 |
|
Other funds holding SO
COPPSERS
CIM
Probity Advisors's SO Position: Q2 2026 in Review
Probity Advisors reduced its Southern Company (SO) stake by 9.3% in Q2 2026, selling an estimated $74K and leaving 7,711 shares worth $738K. The position accounts for 0.11% of the portfolio, ranked #127.
Probity Advisors first reported a position in SO in Q2 2016 and has held it in 39 quarters since. The position peaked at $820K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Probity Advisors held 7,711 shares of Southern Company worth $738K as of Q2 2026.
- Probity Advisors sold 786 Southern Company shares in Q2 2026, an estimated $74K.
- Southern Company made up 0.11% of Probity Advisors's portfolio in Q2 2026, its #127 holding.
- Probity Advisors first reported a position in Southern Company in Q2 2016 and has held it in 39 quarters since.
- Probity Advisors's Southern Company position peaked at $820K in Q1 2026.
- 1,285 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.