Salem Investment Counselors
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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
Q3 		$741K Sell
8,939
-180
-2% -$16.4K 0.02% 254
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Salem Investment Counselors's SO Position: Q3 2026 in Review

Salem Investment Counselors reduced its Southern Company (SO) stake by 2% in Q3 2026, selling an estimated $16.4K and leaving 8,939 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #254.

Salem Investment Counselors first reported a position in SO in Q1 2017 and has held it in 31 quarters since. The position peaked at $1.72M in Q3 2024. 379 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Salem Investment Counselors held 8,939 shares of Southern Company worth $741K as of Q3 2026.
  • Salem Investment Counselors sold 180 Southern Company shares in Q3 2026, an estimated $16.4K.
  • Southern Company made up 0.02% of Salem Investment Counselors's portfolio in Q3 2026, its #254 holding.
  • Salem Investment Counselors first reported a position in Southern Company in Q1 2017 and has held it in 31 quarters since.
  • Salem Investment Counselors's Southern Company position peaked at $1.72M in Q3 2024.
  • 379 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Salem Investment Counselors's 13F filing for Q3 2026, filed 13 Oct 2026.