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Samalin Investment Counsel’s Southern Company SO Stock Holding History

Samalin Investment Counsel’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 		$239K Sell
2,501
-204
-8% -$19.2K 0.07% 279
2026
Q1 		$261K Buy
2,705
+7
+0.3% +$648 0.09% 253
2025
Q4 		$235K Buy
2,698
+7
+0.3% +$639 0.08% 270
2025
Q3 		$255K Buy
2,691
+111
+4% +$10.4K 0.09% 275
2025
Q2 		$237K Buy
2,580
+7
+0.3% +$629 0.09% 278
2025
Q1 		$237K Buy
2,573
+7
+0.3% +$606 0.1% 272
2024
Q4 		$211K Buy
2,566
+6
+0.2% +$526 0.09% 259
2024
Q3 		$231K Buy
+2,560
New +$219K 0.1% 250
2022
Q4 		– Sell
-3,639
Closed -$247K – 264
2022
Q3 		$247K Buy
3,639
+7
+0.2% +$530 0.18% 162
2022
Q2 		$259K Buy
3,632
+7
+0.2% +$514 0.18% 167
2022
Q1 		$263K Buy
3,625
+8
+0.2% +$542 0.16% 191
2021
Q4 		$248K Buy
3,617
+8
+0.2% +$510 0.15% 200
2021
Q3 		$224K Buy
3,609
+7
+0.2% +$451 0.15% 212
2021
Q2 		$218K Buy
3,602
+8
+0.2% +$512 0.14% 215
2021
Q1 		$223K Buy
3,594
+8
+0.2% +$479 0.15% 203
2020
Q4 		$220K Buy
+3,586
New +$216K 0.17% 201
2020
Q1 		– Sell
-1,575
Closed -$100K – 461
2019
Q4 		$100K Buy
+1,575
New +$97.6K 0.08% 228

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

Samalin Investment Counsel's SO Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Southern Company (SO) stake by 7.5% in Q2 2026, selling an estimated $19.2K and leaving 2,501 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #279.

Samalin Investment Counsel first reported a position in SO in Q4 2019 and has held it in 17 quarters since. The position peaked at $263K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Samalin Investment Counsel held 2,501 shares of Southern Company worth $239K as of Q2 2026.
  • Samalin Investment Counsel sold 204 Southern Company shares in Q2 2026, an estimated $19.2K.
  • Southern Company made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #279 holding.
  • Samalin Investment Counsel first reported a position in Southern Company in Q4 2019 and has held it in 17 quarters since.
  • Samalin Investment Counsel's Southern Company position peaked at $263K in Q1 2022.
  • 1,020 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.