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SeaCrest Wealth Management’s Southern Company SO Stock Holding History

SeaCrest Wealth Management’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 		$1M Buy
10,461
+281
+3% +$26.5K 0.11% 166
2026
Q1 		$983K Sell
10,180
-688
-6% -$63.6K 0.11% 191
2025
Q4 		$938K Sell
10,868
-315
-3% -$28.8K 0.09% 191
2025
Q3 		$1.08M Sell
11,183
-829
-7% -$77.4K 0.11% 166
2025
Q2 		$1.1M Sell
12,012
-4,925
-29% -$442K 0.12% 164
2025
Q1 		$1.56M Sell
16,937
-149
-0.9% -$12.9K 0.18% 109
2024
Q4 		$1.41M Buy
17,086
+628
+4% +$55.1K 0.15% 129
2024
Q3 		$1.48M Sell
16,458
-385
-2% -$32.9K 0.16% 124
2024
Q2 		$1.31M Buy
16,843
+69
+0.4% +$5.23K 0.15% 129
2024
Q1 		$1.2M Sell
16,774
-3,312
-16% -$229K 0.15% 148
2023
Q4 		$1.44M Buy
20,086
+402
+2% +$27.6K 0.18% 118
2023
Q3 		$1.27M Buy
19,684
+438
+2% +$30.4K 0.17% 122
2023
Q2 		$1.35M Buy
19,246
+419
+2% +$30K 0.17% 123
2023
Q1 		$1.31M Buy
18,827
+3,023
+19% +$204K 0.18% 124
2022
Q4 		$1.13M Sell
15,804
-5,707
-27% -$382K 0.16% 144
2022
Q3 		$1.46M Buy
21,511
+526
+3% +$39.8K 0.22% 89
2022
Q2 		$1.5M Buy
20,985
+1,502
+8% +$110K 0.19% 98
2022
Q1 		$1.41M Buy
19,483
+193
+1% +$13.1K 0.16% 131
2021
Q4 		$1.32M Buy
19,290
+601
+3% +$38.3K 0.15% 142
2021
Q3 		$1.16M Buy
18,689
+90
+0.5% +$5.79K 0.14% 156
2021
Q2 		$1.13M Sell
18,599
-245
-1% -$15.7K 0.14% 162
2021
Q1 		$1.17M Buy
18,844
+1,014
+6% +$60.7K 0.16% 141
2020
Q4 		$1.09M Sell
17,830
-1,071
-6% -$64.4K 0.15% 142
2020
Q3 		$1.02M Sell
18,901
-773
-4% -$41.3K 0.16% 129
2020
Q2 		$1.02M Buy
19,674
+2,904
+17% +$161K 0.18% 118
2020
Q1 		$908K Sell
16,770
-269
-2% -$17K 0.2% 111
2019
Q4 		$1.08M Buy
17,039
+1,033
+6% +$64K 0.18% 132
2019
Q3 		$989K Buy
16,006
+1,171
+8% +$67.9K 0.19% 139
2019
Q2 		$820K Buy
14,835
+1
+0% +$54 0.17% 145
2019
Q1 		$767K Sell
14,834
-549
-4% -$26.9K 0.13% 156
2018
Q4 		$676K Sell
15,383
-963
-6% -$43.8K 0.14% 162
2018
Q3 		$713K Buy
16,346
+659
+4% +$30.4K 0.12% 174
2018
Q2 		$726K Buy
15,687
+141
+0.9% +$6.31K 0.13% 160
2018
Q1 		$694K Buy
15,546
+1,330
+9% +$59K 0.13% 165
2017
Q4 		$684K Buy
+14,216
New +$724K 0.13% 166

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

SeaCrest Wealth Management's SO Position: Q2 2026 in Review

SeaCrest Wealth Management increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $26.5K and bringing the position to 10,461 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #166.

SeaCrest Wealth Management first reported a position in SO in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.56M in Q1 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • SeaCrest Wealth Management held 10,461 shares of Southern Company worth $1M as of Q2 2026.
  • SeaCrest Wealth Management bought 281 Southern Company shares in Q2 2026, an estimated $26.5K.
  • Southern Company made up 0.11% of SeaCrest Wealth Management's portfolio in Q2 2026, its #166 holding.
  • SeaCrest Wealth Management first reported a position in Southern Company in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Southern Company position peaked at $1.56M in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.