SFMG Wealth Advisors’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 | $371K | Sell |
3,874
-2,366
| -38% | -$223K | 0.02% | 227 |
|
|
2026
Q1 | $602K | Hold |
6,240
| – | – | 0.04% | 164 |
|
|
2025
Q4 | $544K | Buy |
6,240
+66
| +1% | +$6.03K | 0.04% | 176 |
|
|
2025
Q3 | $585K | Sell |
6,174
-135
| -2% | -$12.6K | 0.04% | 151 |
|
|
2025
Q2 | $579K | Sell |
6,309
-419
| -6% | -$37.6K | 0.04% | 137 |
|
|
2025
Q1 | $619K | Buy |
6,728
+575
| +9% | +$49.8K | 0.05% | 132 |
|
|
2024
Q4 | $507K | Hold |
6,153
| – | – | 0.04% | 149 |
|
|
2024
Q3 | $555K | Sell |
6,153
-60
| -1% | -$5.13K | 0.05% | 130 |
|
|
2024
Q2 | $482K | Buy |
6,213
+10
| +0.2% | +$758 | 0.04% | 145 |
|
|
2024
Q1 | $445K | Buy |
6,203
+31
| +0.5% | +$2.14K | 0.04% | 156 |
|
|
2023
Q4 | $433K | Sell |
6,172
-117
| -2% | -$8.03K | 0.04% | 154 |
|
|
2023
Q3 | $407K | Buy |
6,289
+1,640
| +35% | +$114K | 0.04% | 150 |
|
|
2023
Q2 | $327K | Sell |
4,649
-398
| -8% | -$28.5K | 0.03% | 168 |
|
|
2023
Q1 | $351K | Buy |
5,047
+269
| +6% | +$18.1K | 0.04% | 165 |
|
|
2022
Q4 | $341K | Buy |
4,778
+5
| +0.1% | +$334 | 0.04% | 168 |
|
|
2022
Q3 | $294K | Buy |
4,773
+5
| +0.1% | +$379 | 0.03% | 175 |
|
|
2022
Q2 | $340K | Sell |
4,768
-95
| -2% | -$6.97K | 0.04% | 170 |
|
|
2022
Q1 | $353K | Sell |
4,863
-336
| -6% | -$22.8K | 0.03% | 184 |
|
|
2021
Q4 | $357K | Buy |
+5,199
| New | +$331K | 0.03% | 180 |
|
|
2018
Q1 | – | Sell |
-4,331
| Closed | -$208K | – | 163 |
|
|
2017
Q4 | $208K | Sell |
4,331
-819
| -16% | -$41.7K | 0.03% | 132 |
|
|
2017
Q3 | $253K | Sell |
5,150
-1,285
| -20% | -$62.3K | 0.05% | 108 |
|
|
2017
Q2 | $308K | Buy |
6,435
+29
| +0.5% | +$1.45K | 0.06% | 91 |
|
|
2017
Q1 | $319K | Buy |
6,406
+28
| +0.4% | +$1.38K | 0.06% | 85 |
|
|
2016
Q4 | $314K | Buy |
6,378
+29
| +0.5% | +$1.43K | 0.07% | 84 |
|
|
2016
Q3 | $326K | Buy |
6,349
+27
| +0.4% | +$1.42K | 0.07% | 78 |
|
|
2016
Q2 | $339K | Buy |
6,322
+152
| +2% | +$7.64K | 0.08% | 80 |
|
|
2016
Q1 | $319K | Buy |
6,170
+427
| +7% | +$20.8K | 0.07% | 74 |
|
|
2015
Q4 | $269K | Buy |
5,743
+29
| +0.5% | +$1.31K | 0.06% | 92 |
|
|
2015
Q3 | $255K | Sell |
5,714
-44
| -0.8% | -$1.93K | 0.06% | 96 |
|
|
2015
Q2 | $241K | Sell |
5,758
-6,333
| -52% | -$276K | 0.05% | 96 |
|
|
2015
Q1 | $535K | Buy |
12,091
+6,395
| +112% | +$304K | 0.04% | 99 |
|
|
2014
Q4 | $280K | Buy |
5,696
+77
| +1% | +$3.64K | 0.06% | 91 |
|
|
2014
Q3 | $245K | Buy |
5,619
+1,164
| +26% | +$51.1K | 0.08% | 70 |
|
|
2014
Q2 | $202K | Buy |
+4,455
| New | +$197K | 0.07% | 77 |
|
Other funds holding SO
SFMG Wealth Advisors's SO Position: Q2 2026 in Review
SFMG Wealth Advisors reduced its Southern Company (SO) stake by 38% in Q2 2026, selling an estimated $223K and leaving 3,874 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #227.
SFMG Wealth Advisors first reported a position in SO in Q2 2014 and has held it in 34 quarters since. The position peaked at $619K in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- SFMG Wealth Advisors held 3,874 shares of Southern Company worth $371K as of Q2 2026.
- SFMG Wealth Advisors sold 2,366 Southern Company shares in Q2 2026, an estimated $223K.
- Southern Company made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #227 holding.
- SFMG Wealth Advisors first reported a position in Southern Company in Q2 2014 and has held it in 34 quarters since.
- SFMG Wealth Advisors's Southern Company position peaked at $619K in Q1 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.