Sheets Smith Wealth Management’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 | $1.15M | Sell |
12,049
-450
| -4% | -$42.4K | 0.12% | 173 |
|
|
2026
Q1 | $1.21M | Sell |
12,499
-550
| -4% | -$50.9K | 0.14% | 157 |
|
|
2025
Q4 | $1.14M | Sell |
13,049
-116
| -0.9% | -$10.6K | 0.12% | 162 |
|
|
2025
Q3 | $1.25M | Sell |
13,165
-107
| -0.8% | -$9.99K | 0.14% | 148 |
|
|
2025
Q2 | $1.22M | Buy |
13,272
+45
| +0.3% | +$4.04K | 0.14% | 139 |
|
|
2025
Q1 | $1.22M | Sell |
13,227
-495
| -4% | -$42.9K | 0.15% | 131 |
|
|
2024
Q4 | $1.13M | Buy |
13,722
+50
| +0.4% | +$4.39K | 0.14% | 142 |
|
|
2024
Q3 | $1.23M | Sell |
13,672
-117
| -0.8% | -$9.99K | 0.15% | 135 |
|
|
2024
Q2 | $1.07M | Sell |
13,789
-652
| -5% | -$49.4K | 0.13% | 156 |
|
|
2024
Q1 | $1.04M | Buy |
14,441
+82
| +0.6% | +$5.66K | 0.12% | 160 |
|
|
2023
Q4 | $1.01M | Sell |
14,359
-684
| -5% | -$47K | 0.14% | 140 |
|
|
2023
Q3 | $974K | Buy |
15,043
+303
| +2% | +$21K | 0.15% | 139 |
|
|
2023
Q2 | $1.04M | Sell |
14,740
-176
| -1% | -$12.6K | 0.15% | 136 |
|
|
2023
Q1 | $1.04M | Sell |
14,916
-649
| -4% | -$43.7K | 0.16% | 129 |
|
|
2022
Q4 | $1.11M | Buy |
15,565
+532
| +4% | +$35.6K | 0.17% | 121 |
|
|
2022
Q3 | $1.02M | Sell |
15,033
-402
| -3% | -$30.5K | 0.17% | 123 |
|
|
2022
Q2 | $1.1M | Sell |
15,435
-3,270
| -17% | -$240K | 0.18% | 116 |
|
|
2022
Q1 | $1.36M | Sell |
18,705
-968
| -5% | -$65.6K | 0.19% | 118 |
|
|
2021
Q4 | $1.35M | Buy |
19,673
+26
| +0.1% | +$1.66K | 0.17% | 126 |
|
|
2021
Q3 | $1.22M | Sell |
19,647
-861
| -4% | -$55.4K | 0.17% | 132 |
|
|
2021
Q2 | $1.24M | Sell |
20,508
-267
| -1% | -$17.1K | 0.17% | 132 |
|
|
2021
Q1 | $1.29M | Buy |
20,775
+153
| +0.7% | +$9.16K | 0.19% | 121 |
|
|
2020
Q4 | $1.27M | Sell |
20,622
-802
| -4% | -$48.2K | 0.19% | 117 |
|
|
2020
Q3 | $1.16M | Buy |
21,424
+875
| +4% | +$46.8K | 0.2% | 107 |
|
|
2020
Q2 | $1.06M | Buy |
20,549
+2,564
| +14% | +$143K | 0.21% | 102 |
|
|
2020
Q1 | $974K | Sell |
17,985
-2,774
| -13% | -$176K | 0.2% | 113 |
|
|
2019
Q4 | $1.32M | Buy |
20,759
+130
| +0.6% | +$8.06K | 0.25% | 100 |
|
|
2019
Q3 | $1.27M | Buy |
20,629
+137
| +0.7% | +$7.94K | 0.26% | 101 |
|
|
2019
Q2 | $1.13M | Buy |
20,492
+78
| +0.4% | +$4.18K | 0.23% | 111 |
|
|
2019
Q1 | $1.05M | Buy |
20,414
+242
| +1% | +$11.9K | 0.23% | 111 |
|
|
2018
Q4 | $886K | Buy |
20,172
+1,642
| +9% | +$74.6K | 0.24% | 107 |
|
|
2018
Q3 | $808K | Buy |
18,530
+230
| +1% | +$10.6K | 0.17% | 152 |
|
|
2018
Q2 | $847K | Buy |
18,300
+2,064
| +13% | +$92.4K | 0.2% | 126 |
|
|
2018
Q1 | $725K | Buy |
16,236
+3,256
| +25% | +$145K | 0.17% | 147 |
|
|
2017
Q4 | $624K | Buy |
12,980
+205
| +2% | +$10.4K | 0.15% | 172 |
|
|
2017
Q3 | $628K | Buy |
12,775
+992
| +8% | +$48.1K | 0.16% | 164 |
|
|
2017
Q2 | $564K | Buy |
11,783
+133
| +1% | +$6.67K | 0.15% | 161 |
|
|
2017
Q1 | $580K | Buy |
11,650
+128
| +1% | +$6.33K | 0.15% | 167 |
|
|
2016
Q4 | $567K | Buy |
11,522
+617
| +6% | +$30.3K | 0.16% | 172 |
|
|
2016
Q3 | $559K | Sell |
10,905
-106
| -1% | -$5.58K | 0.16% | 169 |
|
|
2016
Q2 | $591K | Sell |
11,011
-399
| -3% | -$20.1K | 0.17% | 168 |
|
|
2016
Q1 | $590K | Sell |
11,410
-572
| -5% | -$27.9K | 0.18% | 143 |
|
|
2015
Q4 | $561K | Sell |
11,982
-1,468
| -11% | -$66.5K | 0.17% | 146 |
|
|
2015
Q3 | $601K | Buy |
13,450
+783
| +6% | +$34.4K | 0.2% | 126 |
|
|
2015
Q2 | $531K | Buy |
12,667
+424
| +3% | +$18.5K | 0.15% | 162 |
|
|
2015
Q1 | $542K | Buy |
12,243
+26
| +0.2% | +$1.24K | 0.15% | 162 |
|
|
2014
Q4 | $600K | Buy |
12,217
+313
| +3% | +$14.8K | 0.16% | 166 |
|
|
2014
Q3 | $520K | Buy |
11,904
+588
| +5% | +$25.8K | 0.14% | 167 |
|
|
2014
Q2 | $514K | Buy |
11,316
+412
| +4% | +$18.2K | 0.14% | 177 |
|
|
2014
Q1 | $479K | Buy |
10,904
+1,629
| +18% | +$68.3K | 0.13% | 178 |
|
|
2013
Q4 | $381K | Buy |
9,275
+298
| +3% | +$12.3K | 0.11% | 197 |
|
|
2013
Q3 | $370K | Buy |
+8,977
| New | +$387K | 0.12% | 185 |
|
Other funds holding SO
Sheets Smith Wealth Management's SO Position: Q2 2026 in Review
Sheets Smith Wealth Management reduced its Southern Company (SO) stake by 3.6% in Q2 2026, selling an estimated $42.4K and leaving 12,049 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #173.
Sheets Smith Wealth Management first reported a position in SO in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.36M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Sheets Smith Wealth Management held 12,049 shares of Southern Company worth $1.15M as of Q2 2026.
- Sheets Smith Wealth Management sold 450 Southern Company shares in Q2 2026, an estimated $42.4K.
- Southern Company made up 0.12% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #173 holding.
- Sheets Smith Wealth Management first reported a position in Southern Company in Q3 2013 and has held it in 52 quarters since.
- Sheets Smith Wealth Management's Southern Company position peaked at $1.36M in Q1 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.