Salem Investment Counselors’s Southern Company SO Stock Holding History

Salem Investment Counselors’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	$873K	Sell	9,119 -188	-2%	-$17.7K	0.02%	245
2026 Q1	$898K	Buy	9,307 +11	+0.1%	+$1.02K	0.03%	227
2025 Q4	$811K	Buy	9,296 +12	+0.1%	+$1.1K	0.02%	234
2025 Q3	$880K	Buy	9,284 +284	+3%	+$26.5K	0.03%	226
2025 Q2	$827K	Sell	9,000 -139	-2%	-$12.5K	0.03%	228
2025 Q1	$840K	Sell	9,139 -9,937	-52%	-$860K	0.03%	211
2024 Q4	$1.57M	Sell	19,076 -4	-0%	-$351	0.05%	167
2024 Q3	$1.72M	Buy	19,080 +26	+0.1%	+$2.22K	0.05%	163
2024 Q2	$1.48M	Buy	19,054 +248	+1%	+$18.8K	0.05%	170
2024 Q1	$1.35M	Buy	18,806 +74	+0.4%	+$5.11K	0.04%	179
2023 Q4	$1.31M	Sell	18,732 -87	-0.5%	-$5.97K	0.05%	166
2023 Q3	$1.22M	Sell	18,819 -75	-0.4%	-$5.21K	0.05%	164
2023 Q2	$1.33M	Sell	18,894 -987	-5%	-$70.8K	0.05%	157
2023 Q1	$1.38M	Sell	19,881 -3,777	-16%	-$254K	0.06%	146
2022 Q4	$1.69M	Buy	23,658 +76	+0.3%	+$5.08K	0.07%	138
2022 Q3	$1.6M	Buy	23,582 +11	+0%	+$833	0.07%	136
2022 Q2	$1.68M	Buy	23,571 +486	+2%	+$35.7K	0.08%	139
2022 Q1	$1.67M	Buy	23,085 +10,012	+77%	+$678K	0.07%	149
2021 Q4	$897K	Sell	13,073 -499	-4%	-$31.8K	0.03%	199
2021 Q3	$841K	Sell	13,572 -148	-1%	-$9.53K	0.05%	189
2021 Q2	$830K	Buy	13,720 +12	+0.1%	+$767	0.05%	190
2021 Q1	$852K	Buy	13,708 +13	+0.1%	+$778	0.05%	172
2020 Q4	$841K	Buy	13,695 +12	+0.1%	+$721	0.06%	162
2020 Q3	$742K	Sell	13,683 -24	-0.2%	-$1.28K	0.06%	161
2020 Q2	$711K	Buy	13,707 +51	+0.4%	+$2.83K	0.06%	159
2020 Q1	$739K	Buy	13,656 +1,371	+11%	+$86.9K	0.08%	147
2019 Q4	$783K	Sell	12,285 -289	-2%	-$17.9K	0.06%	151
2019 Q3	$777K	Buy	12,574 +11	+0.1%	+$638	0.07%	152
2019 Q2	$694K	Buy	+12,563	New	+$673K	0.06%	162
2017 Q2	–	Sell	-10,980	Closed	-$546K	–	744
2017 Q1	$546K	Buy	+10,980	New	+$543K	0.06%	177

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Salem Investment Counselors's SO Position: Q2 2026 in Review

Salem Investment Counselors reduced its Southern Company (SO) stake by 2% in Q2 2026, selling an estimated $17.7K and leaving 9,119 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #245.

Salem Investment Counselors first reported a position in SO in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.72M in Q3 2024. 785 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Salem Investment Counselors held 9,119 shares of Southern Company worth $873K as of Q2 2026.
Salem Investment Counselors sold 188 Southern Company shares in Q2 2026, an estimated $17.7K.
Southern Company made up 0.02% of Salem Investment Counselors's portfolio in Q2 2026, its #245 holding.
Salem Investment Counselors first reported a position in Southern Company in Q1 2017 and has held it in 30 quarters since.
Salem Investment Counselors's Southern Company position peaked at $1.72M in Q3 2024.
785 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.