Savant Capital’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 | $43M | Buy |
447,836
+228,843
| +104% | +$21.5M | 0.13% | 113 |
|
|
2026
Q1 | $21.1M | Buy |
218,993
+401
| +0.2% | +$37.1K | 0.1% | 118 |
|
|
2025
Q4 | $19.1M | Buy |
218,592
+8,034
| +4% | +$733K | 0.11% | 123 |
|
|
2025
Q3 | $20M | Sell |
210,558
-4,372
| -2% | -$408K | 0.12% | 118 |
|
|
2025
Q2 | $19.7M | Buy |
214,930
+4,739
| +2% | +$426K | 0.14% | 101 |
|
|
2025
Q1 | $19.3M | Sell |
210,191
-18,189
| -8% | -$1.57M | 0.16% | 86 |
|
|
2024
Q4 | $18.8M | Buy |
228,380
+4,132
| +2% | +$363K | 0.15% | 98 |
|
|
2024
Q3 | $20.2M | Sell |
224,248
-22,343
| -9% | -$1.91M | 0.17% | 95 |
|
|
2024
Q2 | $19.1M | Buy |
246,591
+183,425
| +290% | +$13.9M | 0.19% | 88 |
|
|
2024
Q1 | $4.53M | Sell |
63,166
-2,771
| -4% | -$191K | 0.05% | 197 |
|
|
2023
Q4 | $4.62M | Buy |
65,937
+2,691
| +4% | +$185K | 0.06% | 183 |
|
|
2023
Q3 | $4.09M | Buy |
63,246
+3,359
| +6% | +$233K | 0.06% | 179 |
|
|
2023
Q2 | $4.21M | Buy |
59,887
+6,895
| +13% | +$494K | 0.07% | 177 |
|
|
2023
Q1 | $3.69M | Buy |
52,992
+15,513
| +41% | +$1.04M | 0.07% | 167 |
|
|
2022
Q4 | $2.05M | Buy |
37,479
+7,992
| +27% | +$534K | 0.05% | 160 |
|
|
2022
Q3 | $2M | Buy |
29,487
+4,873
| +20% | +$369K | 0.06% | 154 |
|
|
2022
Q2 | $1.75M | Buy |
24,614
+306
| +1% | +$22.5K | 0.05% | 162 |
|
|
2022
Q1 | $1.76M | Buy |
24,308
+3,847
| +19% | +$261K | 0.06% | 174 |
|
|
2021
Q4 | $1.4M | Buy |
20,461
+691
| +3% | +$44.1K | 0.05% | 206 |
|
|
2021
Q3 | $1.23M | Buy |
19,770
+4,232
| +27% | +$272K | 0.04% | 202 |
|
|
2021
Q2 | $940K | Buy |
15,538
+1,621
| +12% | +$104K | 0.04% | 211 |
|
|
2021
Q1 | $865K | Sell |
13,917
-8,187
| -37% | -$490K | 0.05% | 208 |
|
|
2020
Q4 | $1.36M | Buy |
22,104
+1,065
| +5% | +$64K | 0.08% | 155 |
|
|
2020
Q3 | $1.14M | Buy |
21,039
+5,271
| +33% | +$282K | 0.08% | 161 |
|
|
2020
Q2 | $818K | Sell |
15,768
-38
| -0.2% | -$2.11K | 0.06% | 186 |
|
|
2020
Q1 | $856K | Buy |
15,806
+735
| +5% | +$46.6K | 0.08% | 168 |
|
|
2019
Q4 | $960K | Buy |
15,071
+594
| +4% | +$36.8K | 0.12% | 144 |
|
|
2019
Q3 | $894K | Buy |
14,477
+121
| +0.8% | +$7.01K | 0.12% | 133 |
|
|
2019
Q2 | $794K | Sell |
14,356
-169
| -1% | -$9.05K | 0.11% | 142 |
|
|
2019
Q1 | $751K | Sell |
14,525
-114
| -0.8% | -$5.59K | 0.14% | 122 |
|
|
2018
Q4 | $643K | Buy |
14,639
+302
| +2% | +$13.7K | 0.13% | 122 |
|
|
2018
Q3 | $625K | Sell |
14,337
-186
| -1% | -$8.57K | 0.11% | 135 |
|
|
2018
Q2 | $673K | Buy |
14,523
+222
| +2% | +$9.94K | 0.14% | 119 |
|
|
2018
Q1 | $639K | Sell |
14,301
-1,068
| -7% | -$47.4K | 0.13% | 122 |
|
|
2017
Q4 | $739K | Buy |
15,369
+1,388
| +10% | +$70.7K | 0.16% | 110 |
|
|
2017
Q3 | $687K | Sell |
13,981
-158
| -1% | -$7.66K | 0.15% | 104 |
|
|
2017
Q2 | $677K | Sell |
14,139
-108
| -0.8% | -$5.42K | 0.16% | 101 |
|
|
2017
Q1 | $709K | Sell |
14,247
-209
| -1% | -$10.3K | 0.18% | 93 |
|
|
2016
Q4 | $711K | Buy |
14,456
+1,143
| +9% | +$56.2K | 0.19% | 88 |
|
|
2016
Q3 | $683K | Buy |
13,313
+383
| +3% | +$20.2K | 0.19% | 85 |
|
|
2016
Q2 | $693K | Buy |
12,930
+34
| +0.3% | +$1.71K | 0.2% | 82 |
|
|
2016
Q1 | $667K | Buy |
12,896
+1,458
| +13% | +$71K | 0.2% | 82 |
|
|
2015
Q4 | $535K | Buy |
11,438
+3,551
| +45% | +$161K | 0.17% | 99 |
|
|
2015
Q3 | $353K | Sell |
7,887
-2,790
| -26% | -$122K | 0.13% | 138 |
|
|
2015
Q2 | $447K | Sell |
10,677
-745
| -7% | -$32.5K | 0.15% | 117 |
|
|
2015
Q1 | $506K | Sell |
11,422
-1,814
| -14% | -$86.2K | 0.18% | 104 |
|
|
2014
Q4 | $650K | Buy |
13,236
+440
| +3% | +$20.8K | 0.25% | 74 |
|
|
2014
Q3 | $559K | Sell |
12,796
-300
| -2% | -$13.2K | 0.24% | 75 |
|
|
2014
Q2 | $594K | Buy |
13,096
+801
| +7% | +$35.4K | 0.26% | 69 |
|
|
2014
Q1 | $540K | Buy |
12,295
+270
| +2% | +$11.3K | 0.25% | 70 |
|
|
2013
Q4 | $494K | Sell |
12,025
-430
| -3% | -$17.7K | 0.24% | 66 |
|
|
2013
Q3 | $513K | Sell |
12,455
-50
| -0.4% | -$2.15K | 0.28% | 56 |
|
|
2013
Q2 | $552K | Buy |
+12,505
| New | +$575K | 0.32% | 53 |
|
Other funds holding SO
Savant Capital's SO Position: Q2 2026 in Review
Savant Capital increased its Southern Company (SO) stake by 104% in Q2 2026, buying an estimated $21.5M and bringing the position to 447,836 shares worth $43M. The position accounts for 0.13% of the portfolio, ranked #113.
Savant Capital first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Savant Capital held 447,836 shares of Southern Company worth $43M as of Q2 2026.
- Savant Capital bought 228,843 Southern Company shares in Q2 2026, an estimated $21.5M.
- Southern Company made up 0.13% of Savant Capital's portfolio in Q2 2026, its #113 holding.
- Savant Capital first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.