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Schaper Benz & Wise Investment Counsel’s Southern Company SO Stock Holding History

Schaper Benz & Wise 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 		$6.16M Buy
64,390
+169
+0.3% +$15.9K 0.41% 69
2026
Q1 		$6.2M Buy
64,221
+911
+1% +$84.3K 0.47% 66
2025
Q4 		$5.52M Buy
63,310
+309
+0.5% +$28.2K 0.4% 68
2025
Q3 		$5.97M Sell
63,001
-195
-0.3% -$18.2K 0.44% 65
2025
Q2 		$5.8M Sell
63,196
-510
-0.8% -$45.8K 0.45% 65
2025
Q1 		$5.86M Sell
63,706
-200
-0.3% -$17.3K 0.48% 65
2024
Q4 		$5.26M Buy
63,906
+1,000
+2% +$87.7K 0.42% 70
2024
Q3 		$5.67M Buy
62,906
+707
+1% +$60.4K 0.45% 66
2024
Q2 		$4.82M Sell
62,199
-7,320
-11% -$555K 0.42% 69
2024
Q1 		$4.99M Sell
69,519
-1,840
-3% -$127K 0.42% 70
2023
Q4 		$5M Sell
71,359
-6,436
-8% -$442K 0.45% 65
2023
Q3 		$5.03M Sell
77,795
-400
-0.5% -$27.8K 0.5% 62
2023
Q2 		$5.49M Buy
78,195
+230
+0.3% +$16.5K 0.53% 62
2023
Q1 		$5.42M Sell
77,965
-475
-0.6% -$32K 0.55% 60
2022
Q4 		$5.6M Buy
78,440
+11,730
+18% +$784K 0.59% 59
2022
Q3 		$4.54M Buy
66,710
+30
+0% +$2.27K 0.53% 58
2022
Q2 		$4.75M Sell
66,680
-951
-1% -$69.8K 0.49% 61
2022
Q1 		$4.9M Buy
67,631
+3,125
+5% +$212K 0.42% 63
2021
Q4 		$4.42M Buy
64,506
+330
+0.5% +$21K 0.36% 72
2021
Q3 		$3.98M Buy
64,176
+17
+0% +$1.09K 0.36% 69
2021
Q2 		$3.88M Buy
64,159
+134
+0.2% +$8.57K 0.35% 68
2021
Q1 		$3.98M Sell
64,025
-500
-0.8% -$29.9K 0.39% 64
2020
Q4 		$3.96M Sell
64,525
-4,205
-6% -$253K 0.41% 62
2020
Q3 		$3.73M Buy
68,730
+1,790
+3% +$95.7K 0.43% 62
2020
Q2 		$3.47M Buy
66,940
+675
+1% +$37.5K 0.43% 61
2020
Q1 		$3.59M Buy
66,265
+5,190
+8% +$329K 0.52% 60
2019
Q4 		$3.89M Sell
61,075
-700
-1% -$43.4K 0.46% 62
2019
Q3 		$3.82M Sell
61,775
-200
-0.3% -$11.6K 0.48% 60
2019
Q2 		$3.43M Sell
61,975
-600
-1% -$32.1K 0.43% 61
2019
Q1 		$3.23M Sell
62,575
-3,125
-5% -$153K 0.42% 60
2018
Q4 		$2.89M Sell
65,700
-1,980
-3% -$90K 0.43% 61
2018
Q3 		$2.95M Sell
67,680
-150
-0.2% -$6.91K 0.39% 63
2018
Q2 		$3.14M Sell
67,830
-3,020
-4% -$135K 0.45% 61
2018
Q1 		$3.16M Buy
70,850
+3,035
+4% +$135K 0.47% 63
2017
Q4 		$3.26M Buy
67,815
+190
+0.3% +$9.68K 0.48% 63
2017
Q3 		$3.32M Buy
67,625
+4,120
+6% +$200K 0.52% 60
2017
Q2 		$3.04M Buy
63,505
+850
+1% +$42.6K 0.49% 60
2017
Q1 		$3.12M Buy
62,655
+3,285
+6% +$162K 0.53% 61
2016
Q4 		$2.92M Buy
59,370
+2,300
+4% +$113K 0.52% 60
2016
Q3 		$2.93M Hold
57,070
– – 0.51% 61
2016
Q2 		$3.06M Buy
57,070
+1,775
+3% +$89.3K 0.55% 61
2016
Q1 		$2.86M Buy
55,295
+680
+1% +$33.1K 0.54% 62
2015
Q4 		$2.56M Buy
54,615
+400
+0.7% +$18.1K 0.5% 60
2015
Q3 		$2.42M Buy
54,215
+2,000
+4% +$87.7K 0.49% 58
2015
Q2 		$2.19M Buy
52,215
+3,340
+7% +$146K 0.43% 60
2015
Q1 		$2.16M Buy
48,875
+1,775
+4% +$84.3K 0.43% 58
2014
Q4 		$2.31M Sell
47,100
-300
-0.6% -$14.2K 0.46% 55
2014
Q3 		$2.07M Buy
47,400
+800
+2% +$35.1K 0.43% 52
2014
Q2 		$2.12M Buy
46,600
+1,400
+3% +$61.9K 0.44% 52
2014
Q1 		$1.99M Buy
45,200
+6,750
+18% +$283K 0.43% 52
2013
Q4 		$1.58M Buy
+38,450
New +$1.59M 0.35% 56

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's SO Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel increased its Southern Company (SO) stake by 0.26% in Q2 2026, buying an estimated $15.9K and bringing the position to 64,390 shares worth $6.16M. The position accounts for 0.41% of the portfolio, ranked #69.

Schaper Benz & Wise Investment Counsel first reported a position in SO in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.2M in Q1 2026. 831 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Schaper Benz & Wise Investment Counsel held 64,390 shares of Southern Company worth $6.16M as of Q2 2026.
  • Schaper Benz & Wise Investment Counsel bought 169 Southern Company shares in Q2 2026, an estimated $15.9K.
  • Southern Company made up 0.41% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #69 holding.
  • Schaper Benz & Wise Investment Counsel first reported a position in Southern Company in Q4 2013 and has held it in 51 quarters since.
  • Schaper Benz & Wise Investment Counsel's Southern Company position peaked at $6.2M in Q1 2026.
  • 831 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.