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Sky Investment Group’s Southern Company SO Stock Holding History

Sky Investment Group’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 		$8.19M Buy
85,563
+48
+0.1% +$4.52K 1.29% 27
2026
Q1 		$8.25M Buy
85,515
+296
+0.3% +$27.4K 1.41% 26
2025
Q4 		$7.43M Buy
85,219
+4,855
+6% +$443K 1.23% 30
2025
Q3 		$7.62M Sell
80,364
-10
-0% -$934 1.28% 27
2025
Q2 		$7.38M Sell
80,374
-1,950
-2% -$175K 1.29% 26
2025
Q1 		$7.57M Buy
82,324
+575
+0.7% +$49.8K 1.4% 26
2024
Q4 		$6.73M Buy
81,749
+757
+0.9% +$66.4K 1.23% 31
2024
Q3 		$7.3M Buy
80,992
+700
+0.9% +$59.8K 1.31% 29
2024
Q2 		$6.23M Sell
80,292
-1,940
-2% -$147K 1.19% 31
2024
Q1 		$5.9M Buy
82,232
+115
+0.1% +$7.94K 1.14% 37
2023
Q4 		$5.76M Buy
82,117
+39
+0% +$2.68K 1.21% 33
2023
Q3 		$5.31M Buy
82,078
+57
+0.1% +$3.96K 1.21% 34
2023
Q2 		$5.76M Sell
82,021
-228
-0.3% -$16.4K 1.25% 31
2023
Q1 		$5.72M Buy
82,249
+2,225
+3% +$150K 1.31% 32
2022
Q4 		$5.71M Buy
80,024
+599
+0.8% +$40.1K 1.35% 29
2022
Q3 		$5.4M Sell
79,425
-230
-0.3% -$17.4K 1.4% 30
2022
Q2 		$5.68M Sell
79,655
-1,800
-2% -$132K 1.36% 28
2022
Q1 		$5.91M Sell
81,455
-161
-0.2% -$10.9K 1.25% 33
2021
Q4 		$5.6M Buy
81,616
+290
+0.4% +$18.5K 1.13% 34
2021
Q3 		$5.04M Buy
81,326
+1,416
+2% +$91.2K 1.12% 37
2021
Q2 		$4.83M Sell
79,910
-640
-0.8% -$40.9K 1.09% 37
2021
Q1 		$5.01M Buy
80,550
+2,338
+3% +$140K 1.2% 33
2020
Q4 		$4.8M Sell
78,212
-242
-0.3% -$14.5K 1.22% 31
2020
Q3 		$4.25M Buy
78,454
+2,592
+3% +$139K 1.17% 31
2020
Q2 		$3.93M Buy
75,862
+1,150
+2% +$63.9K 1.35% 27
2020
Q1 		$4.04M Buy
74,712
+999
+1% +$63.3K 1.63% 23
2019
Q4 		$4.7M Sell
73,713
-644
-0.9% -$39.9K 1.54% 27
2019
Q3 		$4.59M Sell
74,357
-865
-1% -$50.1K 1.58% 28
2019
Q2 		$4.16M Sell
75,222
-60
-0.1% -$3.21K 1.46% 32
2019
Q1 		$3.89M Sell
75,282
-750
-1% -$36.8K 1.43% 32
2018
Q4 		$3.34M Sell
76,032
-2,525
-3% -$115K 1.41% 31
2018
Q3 		$3.42M Sell
78,557
-135
-0.2% -$6.22K 1.31% 36
2018
Q2 		$3.64M Buy
78,692
+240
+0.3% +$10.7K 1.47% 34
2018
Q1 		$3.5M Buy
78,452
+3,170
+4% +$141K 1.42% 34
2017
Q4 		$3.62M Buy
75,282
+1,285
+2% +$65.5K 1.41% 35
2017
Q3 		$3.64M Buy
73,997
+2,081
+3% +$101K 1.49% 33
2017
Q2 		$3.44M Buy
71,916
+680
+1% +$34.1K 1.46% 30
2017
Q1 		$3.55M Buy
71,236
+761
+1% +$37.6K 1.56% 28
2016
Q4 		$3.47M Buy
70,475
+165
+0.2% +$8.11K 1.61% 27
2016
Q3 		$3.61M Sell
70,310
-1,164
-2% -$61.3K 1.68% 23
2016
Q2 		$3.83M Sell
71,474
-403
-0.6% -$20.3K 1.81% 19
2016
Q1 		$3.72M Sell
71,877
-1,250
-2% -$60.9K 1.84% 20
2015
Q4 		$3.42M Sell
73,127
-345
-0.5% -$15.6K 1.76% 20
2015
Q3 		$3.28M Buy
73,472
+1,585
+2% +$69.5K 1.83% 20
2015
Q2 		$3.01M Buy
71,887
+1,520
+2% +$66.2K 1.59% 28
2015
Q1 		$3.12M Buy
70,367
+1,304
+2% +$61.9K 1.67% 26
2014
Q4 		$3.39M Sell
69,063
-170
-0.2% -$8.03K 1.77% 20
2014
Q3 		$3.02M Buy
69,233
+10,037
+17% +$441K 1.63% 23
2014
Q2 		$2.69M Sell
59,196
-10,443
-15% -$462K 1.6% 31
2014
Q1 		$3.06M Buy
69,639
+1,645
+2% +$68.9K 1.69% 24
2013
Q4 		$2.79M Buy
67,994
+51,594
+315% +$2.13M 1.58% 27
2013
Q3 		$675K Buy
+16,400
New +$706K 1.74% 25

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

Sky Investment Group's SO Position: Q2 2026 in Review

Sky Investment Group increased its Southern Company (SO) stake by 0.06% in Q2 2026, buying an estimated $4.52K and bringing the position to 85,563 shares worth $8.19M. The position accounts for 1.29% of the portfolio, ranked #27.

Sky Investment Group first reported a position in SO in Q3 2013 and has held it in 52 quarters since. The position peaked at $8.25M in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sky Investment Group held 85,563 shares of Southern Company worth $8.19M as of Q2 2026.
  • Sky Investment Group bought 48 Southern Company shares in Q2 2026, an estimated $4.52K.
  • Southern Company made up 1.29% of Sky Investment Group's portfolio in Q2 2026, its #27 holding.
  • Sky Investment Group first reported a position in Southern Company in Q3 2013 and has held it in 52 quarters since.
  • Sky Investment Group's Southern Company position peaked at $8.25M in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sky Investment Group's 13F filing for Q2 2026, filed 20 Jul 2026.