RFG Advisory’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 | $10.8M | Buy |
112,668
+5,800
| +5% | +$546K | 0.17% | 87 |
|
|
2026
Q1 | $10.3M | Sell |
106,868
-11,515
| -10% | -$1.07M | 0.19% | 86 |
|
|
2025
Q4 | $10.3M | Sell |
118,383
-6,153
| -5% | -$562K | 0.19% | 83 |
|
|
2025
Q3 | $11.8M | Buy |
124,536
+3,057
| +3% | +$285K | 0.24% | 63 |
|
|
2025
Q2 | $11.2M | Buy |
121,479
+12,491
| +11% | +$1.12M | 0.26% | 65 |
|
|
2025
Q1 | $10M | Buy |
108,988
+1,247
| +1% | +$108K | 0.27% | 58 |
|
|
2024
Q4 | $8.87M | Sell |
107,741
-3,244
| -3% | -$285K | 0.25% | 69 |
|
|
2024
Q3 | $10M | Sell |
110,985
-18,002
| -14% | -$1.54M | 0.3% | 55 |
|
|
2024
Q2 | $10M | Buy |
128,987
+1,776
| +1% | +$135K | 0.33% | 47 |
|
|
2024
Q1 | $9.13M | Buy |
127,211
+2,082
| +2% | +$144K | 0.31% | 50 |
|
|
2023
Q4 | $8.77M | Sell |
125,129
-326
| -0.3% | -$22.4K | 0.34% | 50 |
|
|
2023
Q3 | $8.12M | Buy |
125,455
+34,788
| +38% | +$2.41M | 0.36% | 46 |
|
|
2023
Q2 | $6.37M | Buy |
90,667
+2,234
| +3% | +$160K | 0.28% | 63 |
|
|
2023
Q1 | $6.15M | Buy |
88,433
+768
| +0.9% | +$51.7K | 0.3% | 61 |
|
|
2022
Q4 | $5.9M | Buy |
87,665
+2,494
| +3% | +$167K | 0.3% | 61 |
|
|
2022
Q3 | $5.45M | Buy |
85,171
+6,038
| +8% | +$457K | 0.31% | 62 |
|
|
2022
Q2 | $6.12M | Sell |
79,133
-1,392
| -2% | -$102K | 0.35% | 48 |
|
|
2022
Q1 | $5.84M | Sell |
80,525
-5,264
| -6% | -$357K | 0.37% | 39 |
|
|
2021
Q4 | $5.88M | Buy |
85,789
+2,051
| +2% | +$131K | 0.4% | 39 |
|
|
2021
Q3 | $5.19M | Buy |
83,738
+3,664
| +5% | +$236K | 0.43% | 37 |
|
|
2021
Q2 | $4.84M | Buy |
80,074
+2,035
| +3% | +$130K | 0.43% | 40 |
|
|
2021
Q1 | $4.85M | Buy |
78,039
+3,536
| +5% | +$212K | 0.53% | 31 |
|
|
2020
Q4 | $4.59M | Sell |
74,503
-1,525
| -2% | -$91.7K | 0.6% | 34 |
|
|
2020
Q3 | $4.12M | Buy |
76,028
+6,910
| +10% | +$369K | 0.58% | 35 |
|
|
2020
Q2 | $3.58M | Buy |
69,118
+7,654
| +12% | +$425K | 0.56% | 37 |
|
|
2020
Q1 | $3.33M | Sell |
61,464
-14,935
| -20% | -$946K | 0.63% | 28 |
|
|
2019
Q4 | $4.87M | Sell |
76,399
-195
| -0.3% | -$12.1K | 0.83% | 20 |
|
|
2019
Q3 | $4.73M | Buy |
76,594
+797
| +1% | +$46.2K | 0.94% | 21 |
|
|
2019
Q2 | $4.19M | Buy |
75,797
+17,895
| +31% | +$958K | 0.96% | 21 |
|
|
2019
Q1 | $2.99M | Sell |
57,902
-42,455
| -42% | -$2.08M | 0.76% | 27 |
|
|
2018
Q4 | $4.41M | Sell |
100,357
-8,632
| -8% | -$392K | 1.08% | 18 |
|
|
2018
Q3 | $4.93M | Buy |
108,989
+36,423
| +50% | +$1.68M | 1.29% | 15 |
|
|
2018
Q2 | $3.36M | Buy |
72,566
+8,862
| +14% | +$397K | 1.01% | 21 |
|
|
2018
Q1 | $2.85M | Buy |
63,704
+5,407
| +9% | +$240K | 1.06% | 21 |
|
|
2017
Q4 | $2.77M | Sell |
58,297
-9,017
| -13% | -$459K | 1.29% | 13 |
|
|
2017
Q3 | $3.33M | Buy |
67,314
+379
| +0.6% | +$18.4K | 2.06% | 6 |
|
|
2017
Q2 | $3.17M | Sell |
66,935
-1,195
| -2% | -$59.9K | 2.19% | 6 |
|
|
2017
Q1 | $3.44M | Buy |
68,130
+3,895
| +6% | +$192K | 2.6% | 7 |
|
|
2016
Q4 | $3.2M | Hold |
64,235
| – | – | 3.05% | 9 |
|
|
2016
Q3 | $3.2M | Buy |
64,235
+539
| +0.8% | +$28.4K | 2.93% | 10 |
|
|
2016
Q2 | $3.42M | Buy |
63,696
+5,419
| +9% | +$273K | 2.97% | 6 |
|
|
2016
Q1 | $3.02M | Sell |
58,277
-24,004
| -29% | -$1.17M | 2.35% | 7 |
|
|
2015
Q4 | $3.85M | Sell |
82,281
-9,411
| -10% | -$427K | 2.83% | 6 |
|
|
2015
Q3 | $4.1M | Sell |
91,692
-65,704
| -42% | -$2.88M | 13.2% | 2 |
|
|
2015
Q2 | $6.59M | Buy |
157,396
+73,631
| +88% | +$3.21M | 2.98% | 6 |
|
|
2015
Q1 | $3.71M | Buy |
+83,765
| New | +$3.98M | 2.82% | 8 |
|
Other funds holding SO
RFG Advisory's SO Position: Q2 2026 in Review
RFG Advisory increased its Southern Company (SO) stake by 5.4% in Q2 2026, buying an estimated $546K and bringing the position to 112,668 shares worth $10.8M. The position accounts for 0.17% of the portfolio, ranked #87.
RFG Advisory first reported a position in SO in Q1 2015 and has held it in 46 quarters since. The position peaked at $11.8M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- RFG Advisory held 112,668 shares of Southern Company worth $10.8M as of Q2 2026.
- RFG Advisory bought 5,800 Southern Company shares in Q2 2026, an estimated $546K.
- Southern Company made up 0.17% of RFG Advisory's portfolio in Q2 2026, its #87 holding.
- RFG Advisory first reported a position in Southern Company in Q1 2015 and has held it in 46 quarters since.
- RFG Advisory's Southern Company position peaked at $11.8M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.