Shepherd Financial Partners’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
Q1 | $866K | Sell |
8,974
-701
| -7% | -$64.8K | 0.08% | 124 |
|
|
2025
Q4 | $844K | Hold |
9,675
| – | – | 0.08% | 121 |
|
|
2025
Q3 | $917K | Hold |
9,675
| – | – | 0.09% | 116 |
|
|
2025
Q2 | $888K | Sell |
9,675
-355
| -4% | -$31.9K | 0.09% | 115 |
|
|
2025
Q1 | $922K | Sell |
10,030
-1,112
| -10% | -$96.3K | 0.11% | 109 |
|
|
2024
Q4 | $917K | Hold |
11,142
| – | – | 0.11% | 103 |
|
|
2024
Q3 | $1M | Sell |
11,142
-780
| -7% | -$66.6K | 0.12% | 99 |
|
|
2024
Q2 | $925K | Hold |
11,922
| – | – | 0.12% | 103 |
|
|
2024
Q1 | $855K | Buy |
11,922
+21
| +0.2% | +$1.45K | 0.11% | 110 |
|
|
2023
Q4 | $835K | Buy |
11,901
+2
| +0% | +$137 | 0.12% | 108 |
|
|
2023
Q3 | $770K | Sell |
11,899
-255
| -2% | -$17.7K | 0.12% | 103 |
|
|
2023
Q2 | $854K | Buy |
12,154
+208
| +2% | +$14.9K | 0.13% | 98 |
|
|
2023
Q1 | $831K | Hold |
11,946
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $853K | Hold |
11,946
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $812K | Hold |
11,946
| – | – | 0.16% | 90 |
|
|
2022
Q2 | $852K | Sell |
11,946
-4,410
| -27% | -$324K | 0.17% | 86 |
|
|
2022
Q1 | $1.19M | Buy |
16,356
+217
| +1% | +$14.7K | 0.21% | 78 |
|
|
2021
Q4 | $1.11M | Buy |
16,139
+4,410
| +38% | +$281K | 0.19% | 85 |
|
|
2021
Q3 | $728K | Sell |
11,729
-1,390
| -11% | -$89.5K | 0.14% | 97 |
|
|
2021
Q2 | $794K | Hold |
13,119
| – | – | 0.15% | 95 |
|
|
2021
Q1 | $815K | Sell |
13,119
-1,350
| -9% | -$80.8K | 0.18% | 95 |
|
|
2020
Q4 | $889K | Hold |
14,469
| – | – | 0.2% | 87 |
|
|
2020
Q3 | $785K | Hold |
14,469
| – | – | 0.18% | 82 |
|
|
2020
Q2 | $750K | Sell |
14,469
-242
| -2% | -$13.5K | 0.2% | 74 |
|
|
2020
Q1 | $795K | Sell |
14,711
-69
| -0.5% | -$4.37K | 0.28% | 62 |
|
|
2019
Q4 | $942K | Buy |
14,780
+8
| +0.1% | +$496 | 0.22% | 69 |
|
|
2019
Q3 | $912K | Sell |
14,772
-922
| -6% | -$53.4K | 0.23% | 62 |
|
|
2019
Q2 | $868K | Sell |
15,694
-74
| -0.5% | -$3.96K | 0.16% | 67 |
|
|
2019
Q1 | $815K | Sell |
15,768
-176
| -1% | -$8.63K | 0.16% | 68 |
|
|
2018
Q4 | $700K | Sell |
15,944
-6,778
| -30% | -$308K | 0.15% | 71 |
|
|
2018
Q3 | $1.05M | Hold |
22,722
| – | – | 0.24% | 61 |
|
|
2018
Q2 | $1.06M | Sell |
22,722
-441
| -2% | -$19.7K | 0.24% | 58 |
|
|
2018
Q1 | $1.03M | Buy |
23,163
+612
| +3% | +$27.2K | 0.25% | 50 |
|
|
2017
Q4 | $1.08M | Sell |
22,551
-16,677
| -43% | -$850K | 0.25% | 51 |
|
|
2017
Q3 | $1.95M | Sell |
39,228
-2,536
| -6% | -$123K | 0.45% | 40 |
|
|
2017
Q2 | $1.97M | Sell |
41,764
-3,411
| -8% | -$171K | 0.48% | 38 |
|
|
2017
Q1 | $2.28M | Buy |
45,175
+3,304
| +8% | +$163K | 0.59% | 36 |
|
|
2016
Q4 | $2.05M | Buy |
+41,871
| New | +$2.06M | 0.58% | 34 |
|
Other funds holding SO
VCM
VPM
Shepherd Financial Partners's SO Position: Q1 2026 in Review
Shepherd Financial Partners reduced its Southern Company (SO) stake by 7.2% in Q1 2026, selling an estimated $64.8K and leaving 8,974 shares worth $866K. The position accounts for 0.08% of the portfolio, ranked #124.
Shepherd Financial Partners first reported a position in SO in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.28M in Q1 2017. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Shepherd Financial Partners held 8,974 shares of Southern Company worth $866K as of Q1 2026.
- Shepherd Financial Partners sold 701 Southern Company shares in Q1 2026, an estimated $64.8K.
- Southern Company made up 0.08% of Shepherd Financial Partners's portfolio in Q1 2026, its #124 holding.
- Shepherd Financial Partners first reported a position in Southern Company in Q4 2016 and has held it in 38 quarters since.
- Shepherd Financial Partners's Southern Company position peaked at $2.28M in Q1 2017.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.